Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86M Buy
2,081
+269
+15% +$241K 1.7% 14
2025
Q1
$1.23M Sell
1,812
-95
-5% -$64.6K 1.36% 18
2024
Q4
$1.2M Buy
+1,907
New +$1.2M 1.3% 18