Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.67M Sell
9,685
-1,350
-12% -$233K 0.75% 37
2025
Q1
$2.44M Sell
11,035
-75
-0.7% -$16.6K 1.09% 27
2024
Q4
$2.28M Buy
+11,110
New +$2.28M 1% 30