Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
44,831
-9,110
-17% -$237K 0.94% 30
2025
Q1
$1.37M Buy
53,941
+21,868
+68% +$555K 1.3% 21
2024
Q4
$679K Buy
+32,073
New +$679K 0.69% 53