Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Sell
2,231
-170
-7% -$152K 1.05% 20
2025
Q1
$1.63M Buy
2,401
+169
+8% +$115K 0.79% 24
2024
Q4
$1.41M Buy
+2,232
New +$1.41M 0.79% 30