Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.87M Sell
241,654
-9,147
-4% -$222K 1.09% 22
2025
Q1
$5.97M Buy
250,801
+188,253
+301% +$4.48M 0.34% 65
2024
Q4
$1.63M Buy
+62,548
New +$1.63M 0.44% 52