Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.49M Sell
39,435
-1,000
-2% -$63.2K 0.39% 45
2025
Q1
$2.78M Buy
40,435
+3,170
+9% +$218K 0.53% 41
2024
Q4
$2.19M Buy
+37,265
New +$2.19M 0.39% 51