Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.66M Sell
17,833
-958
-5% -$197K 0.69% 17
2025
Q1
$4.17M Buy
18,791
+901
+5% +$200K 0.83% 14
2024
Q4
$4.48M Buy
+17,890
New +$4.48M 0.85% 14