Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
5,531
+478
+9% +$93.2K 0.02% 597
2025
Q1
$618K Sell
5,053
-5,492
-52% -$671K 0.01% 721
2024
Q4
$1.45M Buy
+10,545
New +$1.45M 0.03% 499