Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.23M Sell
84,818
-455
-0.5% -$28.1K 3% 13
2025
Q1
$5.26M Buy
85,273
+5,718
+7% +$353K 3.01% 13
2024
Q4
$4.73M Buy
+79,555
New +$4.73M 2.54% 13