Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Sell
28,605
-4,108
-13% -$223K 1.57% 13
2025
Q1
$1.9M Sell
32,713
-3,063
-9% -$178K 2% 9
2024
Q4
$2.47M Buy
+35,776
New +$2.47M 2.2% 9