Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.42M Buy
9,860
+387
+4% +$134K 2.47% 22
2025
Q1
$3.32M Sell
9,473
-2,399
-20% -$841K 2.6% 17
2024
Q4
$3.75M Buy
+11,872
New +$3.75M 2.67% 13