Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.93M Sell
10,510
-32,270
-75% -$15.1M 0.5% 49
2025
Q1
$19.9M Buy
42,780
+32,780
+328% +$15.3M 1.32% 21
2024
Q4
$4.19M Buy
+10,000
New +$4.19M 0.62% 35