Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.79M Sell
11,319
-3,902
-26% -$616K 2.12% 10
2025
Q1
$1.65M Buy
15,221
+2,304
+18% +$250K 1.98% 13
2024
Q4
$1.73M Buy
+12,917
New +$1.73M 2.43% 9