Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.3M Sell
52,538
-5,083
-9% -$803K 3.07% 10
2025
Q1
$6.25M Buy
57,621
+20,677
+56% +$2.24M 2.67% 12
2024
Q4
$4.96M Buy
+36,944
New +$4.96M 2.14% 12