Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.02M Sell
19,845
-20,730
-51% -$3.16M 1.14% 18
2025
Q1
$5.96M Buy
40,575
+100
+0.2% +$14.7K 2.21% 11
2024
Q4
$5.22M Buy
+40,475
New +$5.22M 1.49% 19