Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.79M Sell
36,838
-205
-0.6% -$15.5K 2.81% 14
2025
Q1
$2.78M Buy
37,043
+4,988
+16% +$374K 2.51% 18
2024
Q4
$2.45M Buy
+32,055
New +$2.45M 2.09% 24