Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.89M Buy
12,232
+420
+4% +$133K 0.46% 50
2025
Q1
$3.06M Sell
11,812
-706
-6% -$183K 0.43% 51
2024
Q4
$5.06M Buy
+12,518
New +$5.06M 0.74% 36