Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
21,450
+3,450
+19% +$193K 0.38% 44
2025
Q1
$389K Sell
18,000
-3,512
-16% -$76K 0.14% 64
2024
Q4
$457K Buy
+21,512
New +$457K 0.16% 60