Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
4,771
-25
-0.5% -$5.49K 0.44% 39
2025
Q1
$910K Sell
4,796
-2,032
-30% -$386K 0.41% 43
2024
Q4
$1.5M Buy
+6,828
New +$1.5M 0.51% 28