Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.94M Buy
87,718
+2,410
+3% +$191K 0.5% 42
2025
Q1
$7.65M Sell
85,308
-2,363
-3% -$212K 0.64% 41
2024
Q4
$8.72M Buy
+87,671
New +$8.72M 0.69% 33