Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Sell
2,504
-996
-28% -$489K 0.61% 22
2025
Q1
$1.5M Buy
+3,500
New +$1.5M 1.47% 20
2024
Q2
Sell
-7,300
Closed -$3.18M 30
2024
Q1
$3.18M Buy
+7,300
New +$3.18M 1.31% 21