Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Sell
6,279
-112
-2% -$23K 0.59% 22
2025
Q1
$1.42M Sell
6,391
-174
-3% -$38.7K 0.93% 19
2024
Q4
$1.64M Buy
+6,565
New +$1.64M 1.07% 14