Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89M Sell
6,411
-538
-8% -$159K 4.15% 6
2025
Q1
$1.7M Hold
6,949
1.53% 12
2024
Q4
$1.53M Buy
+6,949
New +$1.53M 1.35% 13