Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.64M Buy
35,727
+3,059
+9% +$483K 2.24% 6
2025
Q1
$3.54M Sell
32,668
-2,094
-6% -$227K 1.5% 15
2024
Q4
$4.67M Buy
+34,762
New +$4.67M 1.92% 7