Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.29M Buy
14,983
+1,110
+8% +$244K 2.63% 4
2025
Q1
$2.64M Sell
13,873
-1,286
-8% -$245K 2.64% 5
2024
Q4
$3.33M Buy
+15,159
New +$3.33M 3.25% 5