Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$946K Sell
2,444
-402
-14% -$156K 0.88% 40
2025
Q1
$1.09M Sell
2,846
-605
-18% -$232K 1.11% 32
2024
Q4
$1.53M Buy
+3,451
New +$1.53M 1.59% 23