Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.17M Sell
11,019
-16
-0.1% -$7.51K 0.15% 161
2025
Q1
$5.14M Sell
11,035
-202
-2% -$94.1K 0.16% 145
2024
Q4
$4.7M Buy
+11,237
New +$4.7M 0.15% 143