Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
5,221
-743
-12% -$147K 0.27% 107
2025
Q1
$1.22M Sell
5,964
-905
-13% -$186K 0.37% 81
2024
Q4
$1.58M Buy
+6,869
New +$1.58M 0.65% 47