Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Sell
12,772
-168
-1% -$15.7K 0.64% 34
2025
Q1
$943K Buy
12,940
+1,133
+10% +$82.6K 0.53% 37
2024
Q4
$712K Buy
+11,807
New +$712K 0.4% 44