Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.48M Sell
5,200
-400
-7% -$191K 0.01% 596
2025
Q1
$2.05M Sell
5,600
-700
-11% -$257K 0.01% 638
2024
Q4
$2.55M Buy
+6,300
New +$2.55M 0.01% 599