Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.99M Sell
26,506
-3,024
-10% -$455K 1.02% 27
2025
Q1
$3.1M Sell
29,530
-9,256
-24% -$971K 0.96% 26
2024
Q4
$6.34M Buy
+38,786
New +$6.34M 2.11% 14