Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
7,183
+1,935
+37% +$306K 0.52% 25
2025
Q1
$569K Sell
5,248
-117
-2% -$12.7K 0.37% 29
2024
Q4
$720K Buy
+5,365
New +$720K 0.47% 23