Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.62M Sell
12,770
-884
-6% -$181K 1.78% 10
2025
Q1
$3.03M Sell
13,654
-169
-1% -$37.5K 2.44% 9
2024
Q4
$3.46M Buy
+13,823
New +$3.46M 2.37% 8