Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$992K Sell
7,976
-3,273
-29% -$407K 0.68% 54
2025
Q1
$1.11M Sell
11,249
-2,400
-18% -$238K 1.05% 35
2024
Q4
$1.48M Buy
+13,649
New +$1.48M 0.83% 46