Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.62M Buy
12,977
+3,243
+33% +$905K 0.96% 35
2025
Q1
$3.03M Sell
9,734
-1,445
-13% -$450K 0.91% 32
2024
Q4
$2.91M Buy
+11,179
New +$2.91M 1.21% 27