Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
4,104
+130
+3% +$38.3K 0.3% 64
2025
Q1
$988K Sell
3,974
-175
-4% -$43.5K 0.27% 76
2024
Q4
$912K Buy
+4,149
New +$912K 0.23% 76