Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.74M Sell
22,615
-7,996
-26% -$1.68M 0.14% 96
2025
Q1
$5.22M Buy
30,611
+2,404
+9% +$410K 0.17% 78
2024
Q4
$4.99M Buy
+28,207
New +$4.99M 0.15% 84