Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.61M Sell
161,338
-2,761
-2% -$61.8K 2.38% 22
2025
Q1
$3.73M Buy
164,099
+62,093
+61% +$1.41M 2.71% 20
2024
Q4
$2.05M Buy
+102,006
New +$2.05M 1.48% 27