Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.72M Sell
16,428
-595
-3% -$135K 0.99% 34
2025
Q1
$2.83M Buy
17,023
+5,655
+50% +$939K 0.84% 39
2024
Q4
$2.25M Buy
+11,368
New +$2.25M 0.93% 32