Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.95M Sell
234,145
-2,401
-1% -$71.3K 0.02% 487
2025
Q1
$7.85M Buy
236,546
+29,246
+14% +$970K 0.03% 433
2024
Q4
$7.09M Buy
207,300
+36,676
+21% +$1.26M 0.02% 454
2024
Q3
$6.17M Buy
+170,624
New +$6.17M 0.02% 488