Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.93M Sell
16,690
-478
-3% -$170K 3.91% 10
2025
Q1
$6.02M Buy
17,168
+296
+2% +$104K 4.37% 7
2024
Q4
$5.33M Buy
+16,872
New +$5.33M 3.86% 12