Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.74M Sell
51,888
-42
-0.1% -$3.83K 2.1% 18
2025
Q1
$3.7M Sell
51,930
-805
-2% -$57.3K 1.7% 26
2024
Q4
$3.18M Buy
+52,735
New +$3.18M 1.35% 28