Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.64M Buy
30,507
+1,598
+6% +$243K 2.06% 15
2025
Q1
$4.09M Sell
28,909
-31
-0.1% -$4.39K 2.15% 13
2024
Q4
$3.74M Buy
+28,940
New +$3.74M 2.69% 11