Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.7M Sell
51,167
-49,662
-49% -$4.56M 0.11% 74
2025
Q1
$8.6M Buy
100,829
+51,238
+103% +$4.37M 0.25% 59
2024
Q4
$4.58M Buy
+49,591
New +$4.58M 0.11% 74