Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$664K Sell
3,949
-594
-13% -$99.9K 0.18% 122
2025
Q1
$757K Sell
4,543
-5,037
-53% -$839K 0.23% 99
2024
Q4
$1.58M Buy
+9,580
New +$1.58M 0.66% 46