Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.61M Sell
17,127
-33,705
-66% -$5.13M 1.01% 34
2025
Q1
$7.47M Sell
50,832
-967
-2% -$142K 2.04% 16
2024
Q4
$6.69M Buy
+51,799
New +$6.69M 1.86% 22