Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.21M Sell
32,845
-1,137
-3% -$249K 3.31% 6
2025
Q1
$6.47M Buy
33,982
+1,033
+3% +$197K 3.21% 5
2024
Q4
$7.23M Buy
+32,949
New +$7.23M 3.63% 5