Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$860K Sell
2,923
-412
-12% -$121K 0.59% 62
2025
Q1
$880K Sell
3,335
-2,959
-47% -$781K 0.83% 49
2024
Q4
$1.58M Buy
+6,294
New +$1.58M 0.89% 41