Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.61M Buy
5,756
+634
+12% +$177K 0.18% 116
2025
Q1
$1.6M Sell
5,122
-671
-12% -$209K 0.3% 76
2024
Q4
$1.51M Buy
+5,793
New +$1.51M 0.22% 98