Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.72M Sell
29,665
-80,335
-73% -$7.37M 2.06% 20
2025
Q1
$2.58M Buy
110,000
+50,998
+86% +$1.2M 2.98% 10
2024
Q4
$5.46M Buy
+59,002
New +$5.46M 2.91% 7