Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$859K Hold
2,221
0.74% 29
2025
Q1
$852K Sell
2,221
-1,490
-40% -$571K 0.86% 32
2024
Q4
$1.65M Buy
+3,711
New +$1.65M 1.53% 21