Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.6M Buy
68,700
+27,061
+65% +$4.55M 0.44% 33
2025
Q1
$6.94M Sell
41,639
-16,778
-29% -$2.8M 0.28% 48
2024
Q4
$9.66M Buy
+58,417
New +$9.66M 0.35% 26