Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.21M Buy
13,999
+1,384
+11% +$219K 1.56% 15
2025
Q1
$1.37M Sell
12,615
-244
-2% -$26.4K 1.06% 21
2024
Q4
$1.73M Buy
+12,859
New +$1.73M 1.34% 15