Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.5M Buy
6,451
+2,333
+57% +$903K 1.95% 21
2025
Q1
$1.58M Sell
4,118
-199
-5% -$76.3K 1.25% 32
2024
Q4
$1.92M Buy
+4,317
New +$1.92M 1.45% 32