Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.36M Hold
35,886
4.92% 6
2025
Q1
$7.97M Sell
35,886
-550
-2% -$122K 6.03% 6
2024
Q4
$9.12M Buy
+36,436
New +$9.12M 6.81% 5