Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.3M Buy
98,558
+38,459
+64% +$5.59M 3.5% 11
2025
Q1
$10.5M Sell
60,099
-24,901
-29% -$4.36M 3.46% 11
2024
Q4
$17.8M Buy
+85,000
New +$17.8M 4.93% 8