Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.9M Buy
64,064
+1,063
+2% +$197K 0.34% 56
2025
Q1
$13.2M Sell
63,001
-69
-0.1% -$14.5K 0.44% 46
2024
Q4
$11.2M Buy
+63,070
New +$11.2M 0.35% 52