Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.56M Sell
2,586
-392
-13% -$388K 1.15% 23
2025
Q1
$2.82M Sell
2,978
-308
-9% -$291K 1.26% 25
2024
Q4
$3.01M Buy
+3,286
New +$3.01M 1.32% 23