Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$801K Sell
15,266
-36,653
-71% -$1.92M 2.43% 19
2025
Q1
$2.46M Buy
51,919
+29,079
+127% +$1.38M 3.32% 11
2024
Q4
$1.44M Buy
+22,840
New +$1.44M 3.22% 11