Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Buy
6,782
+1,697
+33% +$268K 0.2% 36
2025
Q1
$551K Sell
5,085
-150
-3% -$16.3K 0.11% 58
2024
Q4
$703K Buy
+5,235
New +$703K 0.13% 44