Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.48M Sell
38,068
-46,256
-55% -$3.02M 0.02% 593
2025
Q1
$3.24M Sell
84,324
-20,833
-20% -$800K 0.03% 454
2024
Q4
$4.34M Buy
+105,157
New +$4.34M 0.04% 298