Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.66M Sell
42,143
-3,400
-7% -$215K 0.63% 41
2025
Q1
$3.13M Sell
45,543
-2,000
-4% -$138K 0.74% 36
2024
Q4
$2.8M Buy
+47,543
New +$2.8M 0.6% 43