Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.48M Hold
23,890
0.1% 165
2025
Q1
$3.7M Sell
23,890
-390
-2% -$60.4K 0.12% 158
2024
Q4
$3.4M Buy
+24,280
New +$3.4M 0.1% 171