Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.22M Sell
27,464
-224
-0.8% -$50.7K 6.47% 3
2025
Q1
$4.6M Sell
27,688
-3,303
-11% -$548K 4.99% 4
2024
Q4
$6.12M Buy
+30,991
New +$6.12M 6.2% 1