Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.29M Sell
50,257
-146
-0.3% -$15.4K 3.65% 5
2025
Q1
$2.94M Buy
50,403
+292
+0.6% +$17K 2.14% 10
2024
Q4
$2.9M Buy
+50,111
New +$2.9M 2.04% 11