Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.95M Sell
18,694
-8,565
-31% -$1.35M 4.51% 6
2025
Q1
$2.95M Buy
27,259
+3,412
+14% +$370K 2.98% 6
2024
Q4
$3.2M Buy
+23,847
New +$3.2M 3.19% 6