Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.37M Sell
36,993
-575
-2% -$83.5K 0.64% 58
2025
Q1
$4.75M Buy
37,568
+8,613
+30% +$1.09M 0.62% 57
2024
Q4
$3.01M Buy
+28,955
New +$3.01M 0.36% 112