Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$834K Sell
4,493
-1,896
-30% -$352K 0.33% 83
2025
Q1
$1.34M Buy
6,389
+47
+0.7% +$9.85K 0.57% 44
2024
Q4
$1.13M Buy
+6,342
New +$1.13M 0.46% 57