Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Sell
3,598
-536
-13% -$168K 0.3% 100
2025
Q1
$1.09M Sell
4,134
-1,251
-23% -$329K 0.32% 88
2024
Q4
$1.41M Buy
+5,385
New +$1.41M 0.58% 48