Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.56M Sell
2,586
-164
-6% -$162K 2% 19
2025
Q1
$2.6M Sell
2,750
-162
-6% -$153K 2.06% 15
2024
Q4
$2.67M Buy
+2,912
New +$2.67M 2.02% 15