Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
3,591
-25
-0.7% -$7.37K 0.85% 34
2025
Q1
$899K Buy
3,616
+272
+8% +$67.6K 0.85% 40
2024
Q4
$735K Buy
+3,344
New +$735K 0.75% 45