Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.81M Sell
74,813
-131,894
-64% -$3.2M 0.7% 50
2025
Q1
$5.24M Buy
206,707
+8,731
+4% +$221K 1.43% 38
2024
Q4
$5.25M Buy
+197,976
New +$5.25M 1.46% 38