Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$841K Sell
11,834
-5,979
-34% -$425K 0.18% 41
2025
Q1
$1.13M Buy
17,813
+1,792
+11% +$114K 0.28% 31
2024
Q4
$1.21M Buy
+16,021
New +$1.21M 0.3% 30