Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Sell
17,654
-461
-3% -$37.6K 0.22% 88
2025
Q1
$1.8M Sell
18,115
-943
-5% -$93.6K 0.28% 77
2024
Q4
$1.91M Sell
19,058
-1,452
-7% -$146K 0.31% 67
2024
Q3
$1.87M Buy
+20,510
New +$1.87M 0.28% 82