Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.9M Buy
12,002
+999
+9% +$158K 0.73% 16
2025
Q1
$1.19M Sell
11,003
-1,023
-9% -$111K 0.5% 20
2024
Q4
$1.61M Buy
+12,026
New +$1.61M 0.68% 18