Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$793K Hold
2,495
0.45% 28
2025
Q1
$647K Sell
2,495
-7,858
-76% -$2.04M 0.3% 43
2024
Q4
$4.18M Buy
+10,353
New +$4.18M 1.86% 13