Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.73M Hold
13,103
1.27% 18
2025
Q1
$1.96M Sell
13,103
-450
-3% -$67.5K 1.49% 16
2024
Q4
$2.2M Buy
+13,553
New +$2.2M 1.36% 15