Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.51M Sell
14,253
-4,306
-23% -$1.67M 1% 34
2025
Q1
$7.12M Buy
18,559
+4,902
+36% +$1.88M 1.16% 32
2024
Q4
$6.07M Buy
+13,657
New +$6.07M 0.96% 36