Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$473K Sell
836
-2,138
-72% -$1.21M 0.01% 313
2025
Q1
$1.73M Sell
2,974
-1,874
-39% -$1.09M 0.03% 193
2024
Q4
$2.96M Buy
+4,848
New +$2.96M 0.05% 155