Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.1M Sell
34,433
-69
-0.2% -$24.2K 6.91% 5
2025
Q1
$12.1M Sell
34,502
-2,580
-7% -$904K 6.92% 5
2024
Q4
$11.8M Buy
+37,082
New +$11.8M 6.33% 5