Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.97M Sell
14,396
-1,017
-7% -$280K 4.72% 3
2025
Q1
$2.59M Buy
15,413
+551
+4% +$92.6K 3.11% 4
2024
Q4
$3.45M Buy
+14,862
New +$3.45M 4.82% 2