Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.48M Hold
7,551
0.8% 45
2025
Q1
$7.14M Sell
7,551
-1,622
-18% -$1.53M 0.86% 36
2024
Q4
$8.4M Buy
9,173
+434
+5% +$398K 0.92% 39
2024
Q3
$7.75M Hold
8,739
0.83% 32
2024
Q2
$7.43M Sell
8,739
-491
-5% -$417K 0.77% 32
2024
Q1
$6.76M Buy
+9,230
New +$6.76M 0.68% 39