Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.87M Hold
50,408
3.26% 4
2025
Q1
$4.25M Sell
50,408
-150
-0.3% -$12.7K 2.28% 9
2024
Q4
$3.82M Buy
+50,558
New +$3.82M 2.09% 11