Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.6M Sell
5,533
-820
-13% -$238K 1.56% 17
2025
Q1
$1.81M Sell
6,353
-360
-5% -$103K 1.77% 15
2024
Q4
$1.94M Buy
+6,713
New +$1.94M 1.87% 15