Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.4M Buy
29,471
+3,741
+15% +$1.31M 5.71% 3
2025
Q1
$8.15M Sell
25,730
-4,257
-14% -$1.35M 5.76% 5
2024
Q4
$10.1M Buy
+29,987
New +$10.1M 9.34% 4