Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.23M Sell
7,029
-205
-3% -$65.1K 0.43% 56
2025
Q1
$1.87M Sell
7,234
-4,250
-37% -$1.1M 0.44% 59
2024
Q4
$4.64M Buy
+11,484
New +$4.64M 1% 18