Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.59M Sell
12,841
-77
-0.6% -$21.5K 0.1% 204
2025
Q1
$4.02M Buy
12,918
+1,247
+11% +$389K 0.13% 170
2024
Q4
$3.04M Buy
+11,671
New +$3.04M 0.1% 204