Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.94M Sell
31,270
-2,176
-7% -$344K 3.43% 4
2025
Q1
$3.64M Buy
33,446
+5,291
+19% +$576K 3.16% 4
2024
Q4
$3.38M Buy
+28,155
New +$3.38M 2.91% 7