Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.04M Sell
33,510
-1,860
-5% -$446K 0.26% 73
2025
Q1
$8.32M Buy
35,370
+7,625
+27% +$1.79M 0.34% 72
2024
Q4
$7.16M Buy
+27,745
New +$7.16M 0.04% 72
2024
Q2
Sell
-84
Closed -$23K 358
2024
Q1
$23K Buy
+84
New +$23K ﹤0.01% 287