Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.94M Sell
19,621
-26,556
-58% -$2.62M 0.75% 48
2025
Q1
$4.82M Buy
46,177
+764
+2% +$79.7K 1.32% 39
2024
Q4
$6.14M Buy
+45,413
New +$6.14M 1.71% 28