Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.43M Buy
11,856
+818
+7% +$168K 0.93% 12
2025
Q1
$2.45M Sell
11,038
-346
-3% -$76.9K 1.04% 14
2024
Q4
$2.85M Buy
+11,384
New +$2.85M 1.21% 14