Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.16M Sell
9,922
-1,174
-11% -$256K 1.74% 12
2025
Q1
$1.51M Sell
11,096
-1,834
-14% -$250K 1.43% 18
2024
Q4
$1.86M Buy
+12,930
New +$1.86M 1.9% 12