Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
3,429
-66
-2% -$21K 0.26% 82
2025
Q1
$906K Buy
3,495
+157
+5% +$40.7K 0.21% 92
2024
Q4
$1.35M Buy
+3,338
New +$1.35M 0.29% 81