Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.93M Sell
42,100
-15,900
-27% -$1.48M 0.08% 57
2025
Q1
$4.23M Buy
58,000
+4,000
+7% +$291K 0.1% 55
2024
Q4
$3.26M Hold
54,000
0.07% 57
2024
Q3
$4.06M Buy
+54,000
New +$4.06M 0.09% 51