Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$886K Sell
2,481
-2,657
-52% -$949K 0.38% 74
2025
Q1
$1.4M Sell
5,138
-1,684
-25% -$458K 0.73% 38
2024
Q4
$2.26M Buy
+6,822
New +$2.26M 1.26% 26