Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.21M Sell
25,387
-867
-3% -$178K 4.47% 6
2025
Q1
$5.83M Sell
26,254
-7,464
-22% -$1.66M 5.86% 2
2024
Q4
$8.44M Buy
+33,718
New +$8.44M 7.83% 2