Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04M Sell
29,377
-629
-2% -$43.6K 1.86% 11
2025
Q1
$1.85M Buy
30,006
+1,240
+4% +$76.5K 2.05% 10
2024
Q4
$1.7M Buy
+28,766
New +$1.7M 1.84% 11