Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$915K Sell
3,276
-26
-0.8% -$7.26K 0.84% 32
2025
Q1
$1.03M Buy
3,302
+26
+0.8% +$8.1K 1.14% 22
2024
Q4
$854K Buy
+3,276
New +$854K 0.92% 26