Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.12M Sell
5,471
-331
-6% -$128K 1.34% 14
2025
Q1
$2.23M Buy
5,802
+4,509
+349% +$1.73M 1.59% 12
2024
Q4
$575K Buy
+1,293
New +$575K 0.59% 24