Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$758K Sell
3,619
-2,350
-39% -$492K 0.18% 105
2025
Q1
$1.02M Sell
5,969
-2,500
-30% -$426K 0.24% 83
2024
Q4
$1.5M Buy
+8,469
New +$1.5M 0.32% 77