Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.6M Sell
10,072
-322
-3% -$115K 0.1% 203
2025
Q1
$2.83M Buy
10,394
+42
+0.4% +$11.4K 0.09% 230
2024
Q4
$3.44M Buy
+10,352
New +$3.44M 0.11% 177