Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Hold
10,820
0.54% 22
2025
Q1
$788K Sell
10,820
-418
-4% -$30.5K 0.45% 26
2024
Q4
$678K Buy
+11,238
New +$678K 0.34% 34