Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Sell
4,504
-380
-8% -$121K 0.27% 76
2025
Q1
$1.27M Buy
4,884
+2,082
+74% +$540K 0.26% 78
2024
Q4
$1.13M Buy
+2,802
New +$1.13M 0.25% 82