Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Sell
4,797
-44
-0.9% -$14K 0.77% 32
2025
Q1
$1.25M Buy
4,841
+2,705
+127% +$701K 0.78% 26
2024
Q4
$863K Buy
+2,136
New +$863K 0.47% 31