Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.24M Sell
9,892
-1,636
-14% -$371K 1.99% 11
2025
Q1
$1.91M Buy
11,528
+260
+2% +$43.2K 1.85% 14
2024
Q4
$2.23M Buy
+11,268
New +$2.23M 3.36% 7