Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Sell
47,782
-14,136
-23% -$409K 1.11% 22
2025
Q1
$1.75M Buy
61,918
+2,525
+4% +$71.4K 1.66% 13
2024
Q4
$1.35M Buy
+59,393
New +$1.35M 1.38% 19