Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.85M Sell
29,200
-5,685
-16% -$749K 0.09% 82
2025
Q1
$5.3M Buy
34,885
+6,985
+25% +$1.06M 0.16% 71
2024
Q4
$4.24M Buy
+27,900
New +$4.24M 0.1% 77