Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$844K Sell
2,182
-350
-14% -$135K 0.77% 41
2025
Q1
$971K Hold
2,532
0.97% 35
2024
Q4
$1.13M Buy
+2,532
New +$1.13M 1.12% 26