Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Sell
15,475
-995
-6% -$70.7K 0.44% 31
2025
Q1
$1.05M Hold
16,470
0.42% 32
2024
Q4
$1.25M Buy
+16,470
New +$1.25M 0.55% 30