Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.41M Sell
72,684
-8,075
-10% -$601K 0.13% 110
2025
Q1
$5.47M Hold
80,759
0.13% 112
2024
Q4
$5.02M Buy
+80,759
New +$5.02M 0.12% 118