Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.77M Buy
510
+113
+28% +$835K 0.09% 215
2025
Q1
$2.88M Sell
397
-225
-36% -$1.63M 0.07% 246
2024
Q4
$5.09M Buy
+622
New +$5.09M 0.13% 160