Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Sell
51,466
-10,938
-18% -$327K 0.48% 45
2025
Q1
$2.11M Buy
62,404
+325
+0.5% +$11K 0.71% 32
2024
Q4
$1.84M Buy
+62,079
New +$1.84M 0.6% 37