Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.69M Sell
10,715
-1,425
-12% -$225K 1.34% 22
2025
Q1
$1.32M Buy
12,140
+1,308
+12% +$142K 1.2% 22
2024
Q4
$1.45M Buy
+10,832
New +$1.45M 1.33% 22