Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.25M Sell
34,510
-3,834
-10% -$584K 0.12% 113
2025
Q1
$5.63M Hold
38,344
0.14% 108
2024
Q4
$4.95M Buy
+38,344
New +$4.95M 0.12% 120