Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Sell
4,545
-12,249
-73% -$1.05M 0.02% 506
2025
Q1
$1.4M Sell
16,794
-20,432
-55% -$1.71M 0.06% 377
2024
Q4
$3.14M Buy
+37,226
New +$3.14M 0.13% 235