Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.82M Sell
31,496
-159
-0.5% -$34.4K 3.21% 3
2025
Q1
$6.66M Sell
31,655
-7,993
-20% -$1.68M 3.49% 1
2024
Q4
$9.33M Buy
+39,648
New +$9.33M 3.64% 1