Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.89M Buy
16,600
+231
+1% +$68.1K 1.22% 22
2025
Q1
$4.07M Sell
16,369
-1,191
-7% -$296K 1.12% 23
2024
Q4
$3.86M Buy
+17,560
New +$3.86M 1.03% 28