Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.42M Sell
64,781
-18,413
-22% -$1.26M 0.39% 61
2025
Q1
$4.95M Sell
83,194
-4,484
-5% -$267K 0.61% 40
2024
Q4
$5.3M Buy
87,678
+50,548
+136% +$3.06M 0.66% 25
2024
Q3
$2.67M Buy
+37,130
New +$2.67M 0.28% 126