Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.82M Buy
22,058
+1,205
+6% +$263K 1.92% 7
2025
Q1
$2.92M Sell
20,853
-1,173
-5% -$164K 1.23% 23
2024
Q4
$3.67M Buy
+22,026
New +$3.67M 1.51% 12