Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11M Buy
28,514
+1,782
+7% +$689K 0.33% 56
2025
Q1
$10.3M Sell
26,732
-3,539
-12% -$1.37M 0.34% 57
2024
Q4
$13.5M Buy
+30,271
New +$13.5M 0.4% 41