Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Sell
5,381
-115
-2% -$33.9K 1.6% 11
2025
Q1
$1.37M Sell
5,496
-290
-5% -$72.1K 1.44% 13
2024
Q4
$1.27M Buy
+5,786
New +$1.27M 1.13% 19