Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Buy
13,461
+4,564
+51% +$419K 0.31% 71
2025
Q1
$783K Sell
8,897
-9
-0.1% -$792 0.22% 94
2024
Q4
$824K Buy
+8,906
New +$824K 0.24% 77