Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.79M Sell
42,742
-57,207
-57% -$2.4M 0.01% 677
2025
Q1
$3.14M Sell
99,949
-1,289
-1% -$40.5K 0.03% 467
2024
Q4
$3.5M Buy
+101,238
New +$3.5M 0.03% 356