Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.9M Buy
49,985
+5,553
+12% +$877K 0.41% 49
2025
Q1
$4.82M Sell
44,432
-4,500
-9% -$488K 0.27% 56
2024
Q4
$6.57M Hold
48,932
0.29% 61
2024
Q3
$5.94M Buy
+48,932
New +$5.94M 0.3% 61