Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.34M Hold
19,840
2.99% 8
2025
Q1
$2.77M Sell
19,840
-100
-0.5% -$14K 2.02% 12
2024
Q4
$3.32M Buy
+19,940
New +$3.32M 2.33% 10