Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.56M Sell
113,272
-42,000
-27% -$2.06M 2.93% 17
2025
Q1
$8.79M Buy
155,272
+1,993
+1% +$113K 5.04% 12
2024
Q4
$8.8M Buy
+153,279
New +$8.8M 4.79% 11