Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.86M Sell
35,702
-3,845
-10% -$523K 2.18% 9
2025
Q1
$5.25M Sell
39,547
-613
-2% -$81.3K 2.34% 9
2024
Q4
$4.54M Buy
+40,160
New +$4.54M 1.99% 10