Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.67M Sell
72,866
-10,387
-12% -$665K 0.53% 49
2025
Q1
$5.47M Buy
83,253
+33,849
+69% +$2.22M 1.02% 20
2024
Q4
$3.2M Buy
+49,404
New +$3.2M 0.46% 56