Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.7M Sell
21,470
-1,084
-5% -$85.8K 0.62% 55
2025
Q1
$2.02M Buy
22,554
+5,289
+31% +$475K 0.84% 36
2024
Q4
$1.72M Buy
+17,265
New +$1.72M 0.85% 39