Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Sell
1,420
-271
-16% -$217K 0.14% 120
2025
Q1
$1.12M Buy
1,691
+231
+16% +$153K 0.16% 111
2024
Q4
$1.01M Buy
+1,460
New +$1.01M 0.15% 106