Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.06M Buy
15,600
+2,150
+16% +$284K 0.32% 62
2025
Q1
$2.02M Sell
13,450
-400
-3% -$60K 0.38% 56
2024
Q4
$2.11M Buy
+13,850
New +$2.11M 0.37% 53