Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.87M Sell
18,841
-671
-3% -$138K 3.05% 8
2025
Q1
$4.33M Sell
19,512
-308
-2% -$68.4K 3.76% 6
2024
Q4
$4.96M Buy
+19,820
New +$4.96M 4.3% 6