Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Sell
8,570
-2,151
-20% -$308K 1.46% 21
2025
Q1
$1.77M Buy
10,721
+1,691
+19% +$280K 2.13% 11
2024
Q4
$1.31M Buy
+9,030
New +$1.31M 1.83% 16