Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$576K Sell
1,491
-284
-16% -$110K 0.15% 131
2025
Q1
$680K Sell
1,775
-5,781
-77% -$2.21M 0.19% 112
2024
Q4
$3.36M Buy
+7,556
New +$3.36M 0.93% 21