Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
3,752
-985
-21% -$275K 0.27% 83
2025
Q1
$1.48M Sell
4,737
-54
-1% -$16.8K 0.42% 65
2024
Q4
$1.25M Buy
+4,791
New +$1.25M 0.35% 76