Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.97M Buy
5,101
+1,038
+26% +$402K 0.28% 110
2025
Q1
$1.56M Sell
4,063
-1,238
-23% -$475K 0.29% 92
2024
Q4
$2.36M Buy
+5,301
New +$2.36M 0.65% 31