Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.48M Sell
15,333
-5,313
-26% -$859K 0.31% 68
2025
Q1
$2.2M Buy
20,646
+401
+2% +$42.8K 0.3% 74
2024
Q4
$2.5M Buy
20,245
+512
+3% +$63.2K 0.34% 61
2024
Q3
$2.82M Buy
+19,733
New +$2.82M 0.39% 59