Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Sell
61,379
-23,837
-28% -$524K 0.19% 148
2025
Q1
$1.99M Buy
85,216
+69,372
+438% +$1.62M 0.37% 68
2024
Q4
$455K Buy
+15,844
New +$455K 0.12% 233