Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.69M Sell
7,698
-5,405
-41% -$1.19M 2.58% 9
2025
Q1
$2.49M Buy
13,103
+400
+3% +$76.1K 2.51% 12
2024
Q4
$2.79M Buy
+12,703
New +$2.79M 2.78% 9