Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Sell
10,050
-15,971
-61% -$2.21M 1.01% 34
2025
Q1
$2.6M Buy
26,021
+2,223
+9% +$222K 2.03% 32
2024
Q4
$3.68M Buy
+23,798
New +$3.68M 2.62% 14