Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Sell
5,224
-147
-3% -$30.2K 0.68% 21
2025
Q1
$1.19M Sell
5,371
-556
-9% -$124K 0.89% 19
2024
Q4
$1.25M Buy
+5,927
New +$1.25M 1.12% 18