Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.98M Sell
71,429
-1,253
-2% -$123K 0.88% 23
2025
Q1
$6.38M Buy
72,682
+1,037
+1% +$91K 0.9% 23
2024
Q4
$6.47M Buy
+71,645
New +$6.47M 0.94% 22