Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Buy
5,332
+726
+16% +$159K 0.53% 24
2025
Q1
$876K Sell
4,606
-54
-1% -$10.3K 0.57% 22
2024
Q4
$1.02M Buy
+4,660
New +$1.02M 0.67% 18