Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.07M Hold
8,479
5.92% 5
2025
Q1
$8.02M Sell
8,479
-1,140
-12% -$1.08M 6.09% 4
2024
Q4
$20.8M Buy
+9,619
New +$20.8M 12.83% 2