Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
2,982
-33
-1% -$11.8K 0.2% 91
2025
Q1
$820K Sell
3,015
-166
-5% -$45.1K 0.17% 91
2024
Q4
$1.06M Buy
+3,181
New +$1.06M 0.23% 86