Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Buy
11,164
+2,837
+34% +$356K 0.14% 188
2025
Q1
$1.14M Sell
8,327
-12,504
-60% -$1.71M 0.12% 253
2024
Q4
$3.19M Buy
+20,831
New +$3.19M 0.42% 10