Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Sell
7,016
-869
-11% -$197K 1.12% 24
2025
Q1
$1.31M Sell
7,885
-166
-2% -$27.6K 1.02% 22
2024
Q4
$1.59M Buy
+8,051
New +$1.59M 1.23% 21