Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Sell
1,304
-142
-10% -$190K 0.68% 24
2025
Q1
$1.35M Sell
1,446
-7
-0.5% -$6.53K 0.59% 35
2024
Q4
$1.3M Buy
+1,453
New +$1.3M 0.36% 38