Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.31M Sell
7,601
-1,473
-16% -$448K 0.6% 41
2025
Q1
$2.44M Sell
9,074
-36
-0.4% -$9.66K 0.69% 38
2024
Q4
$2.24M Buy
+9,110
New +$2.24M 0.62% 41