Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.92M Sell
8,785
-275
-3% -$60.1K 1.76% 16
2025
Q1
$1.27M Sell
9,060
-700
-7% -$97.9K 1.27% 24
2024
Q4
$1.63M Buy
+9,760
New +$1.63M 1.61% 16