Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.26M Sell
11,020
-221
-2% -$45.3K 2.3% 9
2025
Q1
$2.5M Sell
11,241
-160
-1% -$35.5K 2.72% 6
2024
Q4
$2.86M Buy
+11,401
New +$2.86M 2.86% 3