Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.53M Sell
1,145
-575
-33% -$770K 0.19% 91
2025
Q1
$1.6M Buy
1,720
+325
+23% +$303K 0.23% 83
2024
Q4
$1.24M Buy
+1,395
New +$1.24M 0.18% 92