Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.08M Sell
14,020
-760
-5% -$167K 0.39% 63
2025
Q1
$2.81M Buy
14,780
+1,951
+15% +$371K 0.39% 67
2024
Q4
$2.81M Buy
+12,829
New +$2.81M 0.41% 61