Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.34M Sell
10,778
-7,335
-40% -$1.59M 1.23% 15
2025
Q1
$3.45M Buy
18,113
+2,026
+13% +$385K 1.41% 8
2024
Q4
$3.82M Buy
+16,087
New +$3.82M 1.75% 7