Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.67M Sell
55,417
-311
-0.6% -$15K 2.68% 19
2025
Q1
$2.71M Buy
55,728
+10,049
+22% +$488K 2.44% 20
2024
Q4
$2.23M Buy
+45,679
New +$2.23M 1.9% 28