Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.45M Sell
60,839
-8,770
-13% -$786K 0.83% 24
2025
Q1
$4.24M Sell
69,609
-266
-0.4% -$16.2K 0.73% 32
2024
Q4
$4.57M Buy
+69,875
New +$4.57M 0.65% 56