Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.08M Sell
13,148
-1,073
-8% -$170K 0.99% 30
2025
Q1
$1.54M Buy
14,221
+1,055
+8% +$114K 0.83% 38
2024
Q4
$1.77M Buy
+13,166
New +$1.77M 0.97% 33