Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.09M Sell
18,664
-1,555
-8% -$341K 1.84% 11
2025
Q1
$3.85M Buy
20,219
+197
+1% +$37.5K 1.72% 14
2024
Q4
$4.39M Buy
+20,022
New +$4.39M 1.93% 12