Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Sell
1,397
-7,707
-85% -$1.17M 0.01% 614
2025
Q1
$1.34M Sell
9,104
-582
-6% -$85.5K 0.06% 384
2024
Q4
$1.25M Buy
+9,686
New +$1.25M 0.05% 403