Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.07M Sell
29,988
-749
-2% -$127K 4.47% 6
2025
Q1
$4.74M Sell
30,737
-2,098
-6% -$323K 5.22% 6
2024
Q4
$5.58M Buy
+32,835
New +$5.58M 5.24% 6