Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.78M Sell
96,407
-3,680
-4% -$183K 0.43% 63
2025
Q1
$4.84M Buy
100,087
+2,006
+2% +$97.1K 0.5% 63
2024
Q4
$4.78M Buy
+98,081
New +$4.78M 0.49% 62