Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.39M Sell
9,545
-227
-2% -$80.6K 2.91% 13
2025
Q1
$3.42M Sell
9,772
-360
-4% -$126K 3.44% 10
2024
Q4
$3.2M Buy
+10,132
New +$3.2M 2.97% 11