Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
4,722
-141
-3% -$30.9K 0.56% 23
2025
Q1
$925K Buy
4,863
+740
+18% +$141K 0.6% 21
2024
Q4
$905K Buy
+4,123
New +$905K 0.61% 21