Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Buy
5,300
+3,500
+194% +$1.03M 1.69% 13
2025
Q1
$479K Sell
1,800
-2,500
-58% -$666K 0.55% 97
2024
Q4
$1.08M Buy
+4,300
New +$1.08M 1.25% 11