Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.14M Buy
10,429
+822
+9% +$169K 1.6% 22
2025
Q1
$2.13M Sell
9,607
-476
-5% -$106K 1.79% 20
2024
Q4
$2.52M Buy
+10,083
New +$2.52M 2.25% 15