Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.23M Sell
3,161
-3,065
-49% -$4.1M 0.73% 22
2025
Q1
$5.81M Buy
6,226
+4,447
+250% +$4.15M 1.12% 16
2024
Q4
$1.59M Buy
+1,779
New +$1.59M 0.33% 61