Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.11M Buy
19,923
+2,499
+14% +$390K 0.85% 35
2025
Q1
$2.69M Sell
17,424
-79
-0.5% -$12.2K 0.83% 34
2024
Q4
$2.97M Buy
+17,503
New +$2.97M 0.78% 33