Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.79M Sell
34,944
-484
-1% -$108K 0.23% 79
2025
Q1
$7.39M Sell
35,428
-1,611
-4% -$336K 0.24% 80
2024
Q4
$6.77M Buy
+37,039
New +$6.77M 0.2% 88