Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.06M Sell
38,558
-55,721
-59% -$5.86M 0.12% 149
2025
Q1
$5.81M Sell
94,279
-3,034
-3% -$187K 0.19% 101
2024
Q4
$5.63M Buy
+97,313
New +$5.63M 0.17% 109