Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
13,956
+1,415
+11% +$149K 0.28% 97
2025
Q1
$714K Sell
12,541
-2,231
-15% -$127K 0.16% 143
2024
Q4
$992K Buy
+14,772
New +$992K 0.21% 102