Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.04M Sell
25,546
-733
-3% -$116K 3.74% 8
2025
Q1
$2.85M Buy
26,279
+6,739
+34% +$730K 2.89% 12
2024
Q4
$2.62M Buy
+19,540
New +$2.62M 2.71% 14