Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.21M Sell
14,682
-162
-1% -$57.5K 1.01% 21
2025
Q1
$5.2M Buy
14,844
+319
+2% +$112K 1.22% 17
2024
Q4
$4.59M Buy
+14,525
New +$4.59M 0.99% 20