Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.93M Sell
57,671
-9,715
-14% -$663K 0.72% 53
2025
Q1
$4.01M Buy
67,386
+20,730
+44% +$1.23M 0.85% 45
2024
Q4
$2.82M Buy
+46,656
New +$2.82M 0.59% 54