Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.88M Sell
74,967
-8,329
-10% -$765K 0.16% 98
2025
Q1
$7.33M Hold
83,296
0.18% 99
2024
Q4
$7.73M Buy
+83,296
New +$7.73M 0.19% 94