Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.65M Sell
5,800
-3,200
-36% -$2.56M 1.39% 15
2025
Q1
$5.96M Buy
9,000
+4,700
+109% +$3.11M 1.56% 14
2024
Q4
$2.98M Sell
4,300
-2,200
-34% -$1.52M 0.84% 14
2024
Q3
$5.42M Buy
+6,500
New +$5.42M 1.55% 14