Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Sell
19,727
-350
-2% -$25.1K 1.21% 27
2025
Q1
$1.36M Sell
20,077
-636
-3% -$43K 1.25% 24
2024
Q4
$1.27M Buy
+20,713
New +$1.27M 1.24% 26
2023
Q4
$1.27M Buy
+20,713
New +$1.27M 1.25% 26