Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.81M Sell
17,377
-1,326
-7% -$291K 3.07% 10
2025
Q1
$3.56M Buy
18,703
+574
+3% +$109K 3.28% 8
2024
Q4
$3.98M Sell
18,129
-1,543
-8% -$339K 3.38% 8
2024
Q3
$3.7M Buy
+19,672
New +$3.7M 3.02% 10