Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.04M Sell
63,170
-12,167
-16% -$585K 0.87% 37
2025
Q1
$3.66M Buy
75,337
+52,614
+232% +$2.55M 1.15% 29
2024
Q4
$1.11M Buy
+22,723
New +$1.11M 0.33% 54