Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.37M Sell
79,119
-4,661
-6% -$140K 1.23% 22
2025
Q1
$2.83M Sell
83,780
-18,158
-18% -$614K 1.75% 20
2024
Q4
$3.01M Buy
+101,938
New +$3.01M 1.98% 18