Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.21M Sell
7,503
-600
-7% -$177K 1.18% 25
2025
Q1
$2.01M Buy
8,103
+600
+8% +$149K 1.22% 25
2024
Q4
$1.65M Buy
+7,503
New +$1.65M 0.97% 30