Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.1M Buy
34,143
+1,576
+5% +$465K 0.83% 27
2025
Q1
$8.1M Sell
32,567
-253
-0.8% -$62.9K 0.75% 27
2024
Q4
$7.21M Buy
+32,820
New +$7.21M 0.74% 30