Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$975K Sell
40,236
-28,807
-42% -$698K 0.17% 140
2025
Q1
$1.75M Buy
69,043
+49,857
+260% +$1.26M 0.34% 59
2024
Q4
$509K Buy
+19,186
New +$509K 0.11% 203