Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$888K Sell
10,878
-301
-3% -$24.6K 0.71% 15
2025
Q1
$1.11M Sell
11,179
-4,318
-28% -$428K 0.98% 13
2024
Q4
$1.56M Buy
+15,497
New +$1.56M 1.42% 12