Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Buy
1,463
+35
+2% +$28K 0.14% 115
2025
Q1
$946K Sell
1,428
-200
-12% -$133K 0.13% 111
2024
Q4
$1.13M Buy
+1,628
New +$1.13M 0.17% 80