Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Sell
3,800
-500
-12% -$159K 0.52% 58
2025
Q1
$1.11M Buy
+4,300
New +$1.11M 0.54% 42
2021
Q2
Sell
-5,100
Closed -$1.14M 106
2021
Q1
$1.14M Buy
+5,100
New +$1.14M 0.63% 48