Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.96M Sell
377,500
-147,982
-28% -$766K 0.32% 63
2025
Q1
$2.77M Buy
525,482
+192,063
+58% +$1.01M 0.55% 40
2024
Q4
$1.48M Buy
+333,419
New +$1.48M 0.28% 64