Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.1M Buy
+51,937
New +$10.1M 3.54% 11
2025
Q1
Sell
-9,013
Closed -$1.24M 80
2024
Q4
$1.24M Buy
+9,013
New +$1.24M 0.48% 36