Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.07M Buy
79,536
+10,879
+16% +$283K 0.54% 49
2025
Q1
$1.74M Sell
68,657
-77
-0.1% -$1.96K 0.49% 55
2024
Q4
$1.45M Buy
+68,734
New +$1.45M 0.4% 65