Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.64M Buy
117,816
+508
+0.4% +$11.4K 1.02% 16
2025
Q1
$2.66M Sell
117,308
-1,334
-1% -$30.3K 1.17% 13
2024
Q4
$2.38M Buy
+118,642
New +$2.38M 0.66% 20