Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Sell
7,343
-29
-0.4% -$4.58K 0.94% 14
2025
Q1
$799K Sell
7,372
-8,780
-54% -$952K 0.82% 19
2024
Q4
$2.17M Buy
+16,152
New +$2.17M 2.65% 11