Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
1,036
-13,174
-93% -$2.81M 0.2% 50
2025
Q1
$3.16M Sell
14,210
-4,211
-23% -$935K 2.85% 14
2024
Q4
$4.36M Buy
+18,421
New +$4.36M 3.59% 9