Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.58M Sell
70,271
-11,640
-14% -$1.09M 0.89% 28
2025
Q1
$3.41M Buy
81,911
+27,230
+50% +$1.13M 0.51% 38
2024
Q4
$2.04M Sell
54,681
-254
-0.5% -$9.46K 0.29% 59
2024
Q3
$1.29M Buy
+54,935
New +$1.29M 0.19% 86