Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.37M Buy
58,683
+5,834
+11% +$435K 0.3% 108
2025
Q1
$5.1M Sell
52,849
-3,448
-6% -$333K 0.41% 90
2024
Q4
$5.65M Buy
+56,297
New +$5.65M 0.38% 94