Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.55M Sell
12,965
-54,254
-81% -$19.1M 0.42% 76
2025
Q1
$21.3M Buy
67,219
+28,495
+74% +$9.02M 2.19% 10
2024
Q4
$13.1M Buy
+38,724
New +$13.1M 1.65% 12