Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.77M Sell
8,090
-21
-0.3% -$4.61K 1.43% 14
2025
Q1
$1.54M Buy
8,111
+1,394
+21% +$265K 1.53% 16
2024
Q4
$1.47M Buy
+6,717
New +$1.47M 1.62% 16