Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.34M Sell
83,668
-10,405
-11% -$291K 0.36% 61
2025
Q1
$2.58M Buy
94,073
+24,596
+35% +$676K 0.46% 53
2024
Q4
$2.33M Buy
+69,477
New +$2.33M 0.39% 57