Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.82M Sell
8,872
-1,235
-12% -$253K 1.34% 14
2025
Q1
$2.25M Sell
10,107
-1,925
-16% -$428K 1.82% 11
2024
Q4
$2.84M Buy
+12,032
New +$2.84M 2.31% 9