Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.82M Sell
51,301
-1,409
-3% -$105K 0.48% 46
2025
Q1
$3.57M Buy
52,710
+3,442
+7% +$233K 0.5% 47
2024
Q4
$3.05M Buy
+49,268
New +$3.05M 0.44% 56