Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.33M Sell
9,391
-825
-8% -$293K 0.42% 56
2025
Q1
$3.58M Buy
10,216
+1,771
+21% +$621K 0.5% 46
2024
Q4
$2.67M Buy
+8,445
New +$2.67M 0.39% 66