Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.34M Sell
15,207
-92
-0.6% -$20.2K 3.09% 10
2025
Q1
$2.91M Buy
15,299
+1,335
+10% +$254K 2.95% 11
2024
Q4
$3.06M Buy
+13,964
New +$3.06M 3.16% 10