Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.12M Hold
38,341
5.95% 4
2025
Q1
$7.29M Sell
38,341
-1,400
-4% -$266K 5.54% 5
2024
Q4
$8.72M Buy
+39,741
New +$8.72M 5.38% 5