Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Sell
5,317
-152
-3% -$32.5K 1.07% 30
2025
Q1
$1.21M Sell
5,469
-86
-2% -$19.1K 1.28% 27
2024
Q4
$1.39M Buy
+5,555
New +$1.39M 1.49% 21