Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.3M Sell
94,068
-324
-0.3% -$66.5K 14.9% 2
2025
Q1
$21M Buy
94,392
+224
+0.2% +$49.8K 18.61% 1
2024
Q4
$23.6M Buy
+94,168
New +$23.6M 19.43% 1