Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Sell
8,740
-518
-6% -$70.5K 1.09% 27
2025
Q1
$1.23M Hold
9,258
1.23% 27
2024
Q4
$1.05M Buy
+9,258
New +$1.05M 1.04% 29