Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$835K Sell
9,707
-5,855
-38% -$503K 0.07% 273
2025
Q1
$1.3M Sell
15,562
-19,474
-56% -$1.63M 0.16% 174
2024
Q4
$2.95M Sell
35,036
-44,182
-56% -$3.72M 0.37% 87
2024
Q3
$6.93M Buy
+79,218
New +$6.93M 0.73% 27