Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.33M Buy
51,373
+2,222
+5% +$187K 0.53% 55
2025
Q1
$4.38M Sell
49,151
-1,710
-3% -$152K 0.59% 53
2024
Q4
$5.04M Buy
+50,861
New +$5.04M 0.71% 32