Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.51M Sell
46,356
-926
-2% -$190K 8.38% 2
2025
Q1
$10.5M Buy
47,282
+415
+0.9% +$92.2K 11.57% 2
2024
Q4
$11.7M Buy
+46,867
New +$11.7M 11.03% 2