Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Sell
3,998
-458
-10% -$135K 0.59% 36
2025
Q1
$1.11M Sell
4,456
-26,886
-86% -$6.69M 0.63% 35
2024
Q4
$6.89M Buy
+31,342
New +$6.89M 3.07% 11