Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.36M Sell
76,310
-43,894
-37% -$1.93M 0.15% 75
2025
Q1
$4.44M Buy
120,204
+9,447
+9% +$349K 0.17% 65
2024
Q4
$3.69M Buy
+110,757
New +$3.69M 0.13% 72