Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.9M Sell
1,418
-273
-16% -$366K 1.51% 8
2025
Q1
$1.58M Buy
1,691
+1,279
+310% +$1.19M 3.96% 7
2024
Q4
$367K Buy
412
+58
+16% +$51.7K 0.29% 15
2024
Q3
$251K Buy
+354
New +$251K 0.19% 19