Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.36M Sell
27,425
-5,753
-17% -$705K 0.1% 170
2025
Q1
$3.16M Sell
33,178
-636
-2% -$60.6K 0.1% 174
2024
Q4
$3.9M Buy
+33,814
New +$3.9M 0.12% 153