Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
3,512
+14
+0.4% +$4.13K 0.5% 53
2025
Q1
$870K Sell
3,498
-38
-1% -$9.45K 0.48% 55
2024
Q4
$777K Buy
+3,536
New +$777K 0.46% 59