Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.66M Hold
66,176
0.38% 43
2025
Q1
$4.85M Hold
66,176
0.41% 41
2024
Q4
$4.15M Hold
66,176
0.33% 45
2024
Q3
$4.36M Sell
66,176
-4,000
-6% -$264K 0.35% 45
2024
Q2
$5.07M Buy
+70,176
New +$5.07M 0.42% 42