Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.67M Buy
77,076
+6,698
+10% +$493K 0.51% 58
2025
Q1
$4.04M Sell
70,378
-3,265
-4% -$187K 0.42% 69
2024
Q4
$5.25M Buy
+73,643
New +$5.25M 0.53% 58