Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.53M Sell
15,404
-4,246
-22% -$1.25M 3.21% 9
2025
Q1
$5.23M Buy
19,650
+6,778
+53% +$1.8M 3.14% 6
2024
Q4
$3.24M Buy
+12,872
New +$3.24M 2.23% 29