Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.12M Sell
7,896
-1,413
-15% -$559K 1.4% 18
2025
Q1
$3.47M Sell
9,309
-136
-1% -$50.6K 1.55% 16
2024
Q4
$3.4M Buy
+9,445
New +$3.4M 1.49% 16