Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$843K Sell
23,848
-65,700
-73% -$2.32M 0.12% 37
2025
Q1
$900K Sell
89,548
-2,267
-2% -$22.8K 0.14% 29
2024
Q4
$803K Buy
+91,815
New +$803K 0.13% 30