Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.39M Sell
27,804
-25
-0.1% -$3.95K 3.03% 7
2025
Q1
$3.02M Sell
27,829
-1,090
-4% -$118K 2.2% 9
2024
Q4
$3.88M Buy
+28,919
New +$3.88M 2.73% 8