Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$796K Sell
4,615
-107
-2% -$18.4K 0.15% 94
2025
Q1
$1.04M Buy
4,722
+107
+2% +$23.6K 0.22% 86
2024
Q4
$948K Buy
+4,615
New +$948K 0.21% 90