Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
4,898
-3,273
-40% -$729K 0.19% 121
2025
Q1
$1.68M Sell
8,171
-17,295
-68% -$3.55M 0.32% 62
2024
Q4
$4.65M Buy
+25,466
New +$4.65M 0.98% 17