Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Buy
5,908
+2,649
+81% +$523K 0.2% 115
2025
Q1
$668K Sell
3,259
-4,296
-57% -$881K 0.13% 176
2024
Q4
$1.73M Buy
+7,555
New +$1.73M 0.36% 53