Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.48M Buy
4,365
+1,105
+34% +$374K 0.7% 45
2025
Q1
$728K Sell
3,260
-457
-12% -$102K 0.38% 72
2024
Q4
$1.5M Buy
+3,717
New +$1.5M 0.59% 50