Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Buy
6,961
+717
+11% +$147K 0.68% 41
2025
Q1
$1.39M Sell
6,244
-509
-8% -$113K 0.74% 42
2024
Q4
$1.69M Buy
+6,753
New +$1.69M 0.92% 37