Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.61M Buy
13,946
+1,949
+16% +$225K 0.64% 36
2025
Q1
$1.15M Sell
11,997
-329
-3% -$31.4K 0.54% 39
2024
Q4
$1.31M Buy
+12,326
New +$1.31M 0.62% 35