Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14M Sell
185,163
-43,356
-19% -$3.28M 0.78% 37
2025
Q1
$17.1M Buy
228,519
+34,602
+18% +$2.6M 0.98% 24
2024
Q4
$14.8M Buy
+193,917
New +$14.8M 0.81% 35