Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.21M Sell
48,360
-12,140
-20% -$1.56M 0.47% 52
2025
Q1
$4.37M Buy
60,500
+21,000
+53% +$1.52M 0.36% 62
2024
Q4
$4.49M Buy
39,500
+22,000
+126% +$2.5M 0.35% 67
2024
Q3
$1.74M Buy
+17,500
New +$1.74M 0.15% 72