Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.27M Buy
52,333
+6,622
+14% +$1.05M 6.45% 2
2025
Q1
$4.95M Sell
45,711
-505
-1% -$54.7K 3.93% 6
2024
Q4
$6.21M Buy
+46,216
New +$6.21M 4.69% 6