Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.78M Sell
25,109
-7,115
-22% -$505K 0.8% 35
2025
Q1
$2.05M Sell
32,224
-617
-2% -$39.2K 0.91% 33
2024
Q4
$2.49M Buy
+32,841
New +$2.49M 1.09% 28