Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.88M Sell
9,232
-2,475
-21% -$505K 1.21% 27
2025
Q1
$2.09M Sell
11,707
-441
-4% -$78.7K 1.64% 21
2024
Q4
$3.04M Buy
+12,148
New +$3.04M 2.5% 16