Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.72M Sell
16,999
-32,590
-66% -$7.13M 1.43% 22
2025
Q1
$6.93M Sell
49,589
-2,398
-5% -$335K 1.9% 23
2024
Q4
$8.67M Buy
+51,987
New +$8.67M 2.41% 6