Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.15M Sell
20,400
-3,300
-14% -$347K 0.07% 219
2025
Q1
$1.38M Hold
23,700
0.05% 270
2024
Q4
$1.37M Sell
23,700
-2,730
-10% -$158K 0.05% 270
2024
Q3
$1.17M Buy
+26,430
New +$1.17M 0.04% 294