Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Sell
9,140
-9,115
-50% -$1.99M 0.75% 37
2025
Q1
$2.55M Buy
18,255
+17,212
+1,650% +$2.41M 1.89% 28
2024
Q4
$174K Buy
+1,043
New +$174K 0.11% 98