Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.59M Buy
16,369
+1,440
+10% +$316K 1.43% 15
2025
Q1
$2.84M Sell
14,929
-1,212
-8% -$231K 1.2% 26
2024
Q4
$3.54M Buy
+16,141
New +$3.54M 1.46% 16