Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.91M Sell
18,390
-1,244
-6% -$197K 1.84% 14
2025
Q1
$2.13M Buy
19,634
+1,411
+8% +$153K 1.55% 15
2024
Q4
$2.45M Buy
+18,223
New +$2.45M 1.94% 11