Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$835K Buy
5,282
+241
+5% +$38.1K 0.45% 29
2025
Q1
$546K Sell
5,041
-1,574
-24% -$171K 0.35% 30
2024
Q4
$888K Buy
+6,615
New +$888K 0.63% 21