Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.25M Sell
11,980
-212
-2% -$75.3K 0.44% 76
2025
Q1
$4.27M Sell
12,192
-133
-1% -$46.6K 0.49% 70
2024
Q4
$3.9M Sell
12,325
-14,524
-54% -$4.59M 0.41% 87
2024
Q3
$7.38M Buy
+26,849
New +$7.38M 0.79% 29