Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.3M Sell
19,613
-207
-1% -$45.4K 4.61% 9
2025
Q1
$3.77M Sell
19,820
-152
-0.8% -$28.9K 4.12% 7
2024
Q4
$4.38M Buy
+19,972
New +$4.38M 4.69% 6