Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Sell
5,455
-767
-12% -$157K 0.88% 15
2025
Q1
$1.38M Sell
6,222
-422
-6% -$93.7K 1.19% 14
2024
Q4
$1.66M Buy
+6,644
New +$1.66M 1.39% 14