Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$979K Sell
10,664
-890
-8% -$81.7K 0.46% 43
2025
Q1
$1.02M Sell
11,554
-1,973
-15% -$174K 0.54% 33
2024
Q4
$1.25M Buy
+13,527
New +$1.25M 0.56% 43