Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.86M Sell
18,810
-388
-2% -$79.6K 3.32% 8
2025
Q1
$4.26M Sell
19,198
-896
-4% -$199K 3.99% 5
2024
Q4
$5.03M Buy
+20,094
New +$5.03M 4.41% 3