Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Sell
21,410
-7,090
-25% -$504K 1.59% 22
2025
Q1
$1.81M Sell
28,500
-4,225
-13% -$268K 2.11% 14
2024
Q4
$2.48M Buy
+32,725
New +$2.48M 2.6% 12