Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$995K Sell
11,401
-3,870
-25% -$338K 0.26% 112
2025
Q1
$1.04M Sell
15,271
-13,372
-47% -$913K 0.31% 90
2024
Q4
$2.23M Buy
+28,643
New +$2.23M 0.92% 34