Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
2,870
-5,699
-67% -$2.04M 0.13% 82
2025
Q1
$2.33M Buy
8,569
+5,917
+223% +$1.61M 0.42% 46
2024
Q4
$880K Buy
+2,652
New +$880K 0.16% 91