Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.31M Sell
33,614
-9,956
-23% -$1.57M 4% 4
2025
Q1
$5.85M Hold
43,570
3.85% 5
2024
Q4
$5.85M Buy
+43,570
New +$5.85M 3.85% 5