Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.29M Sell
15,960
-395
-2% -$56.6K 0.43% 45
2025
Q1
$2.74M Buy
16,355
+680
+4% +$114K 0.57% 34
2024
Q4
$2.27M Buy
+15,675
New +$2.27M 0.49% 41