Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.68M Sell
39,064
-102
-0.3% -$22.7K 4.97% 8
2025
Q1
$8.7M Sell
39,166
-2,503
-6% -$556K 4.98% 8
2024
Q4
$10.5M Buy
+41,669
New +$10.5M 5.64% 7