Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Sell
4,438
-4,348
-49% -$1.38M 0.93% 25
2025
Q1
$2.28M Buy
8,786
+5,100
+138% +$1.32M 1.83% 12
2024
Q4
$1.49M Buy
+3,686
New +$1.49M 1.26% 18