Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.17M Sell
42,575
-1,270
-3% -$94.6K 0.09% 177
2025
Q1
$2.96M Sell
43,845
-8,833
-17% -$596K 0.1% 183
2024
Q4
$3.26M Buy
+52,678
New +$3.26M 0.1% 178