Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.87M Sell
21,490
-206
-0.9% -$46.7K 3.82% 7
2025
Q1
$3.6M Sell
21,696
-1,517
-7% -$252K 3.77% 7
2024
Q4
$4.58M Buy
+23,213
New +$4.58M 4.32% 7