Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.21M Sell
60,258
-9,106
-13% -$333K 0.62% 23
2025
Q1
$2.93M Sell
69,364
-12,700
-15% -$536K 0.81% 21
2024
Q4
$5.34M Buy
+82,064
New +$5.34M 1.43% 19