Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.86M Sell
491,195
-168,078
-25% -$978K 0.5% 39
2025
Q1
$3.23M Buy
659,273
+230,736
+54% +$1.13M 0.56% 38
2024
Q4
$2.79M Buy
+428,537
New +$2.79M 0.4% 44