Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$902K Sell
8,465
-11,313
-57% -$1.21M 0.76% 37
2025
Q1
$1.74M Buy
19,778
+6,766
+52% +$594K 0.81% 43
2024
Q4
$1.51M Buy
13,012
+851
+7% +$98.8K 0.7% 43
2024
Q3
$1.5M Buy
+12,161
New +$1.5M 1% 44