Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.47M Sell
12,525
-890
-7% -$176K 0.06% 94
2025
Q1
$2.75M Sell
13,415
-80
-0.6% -$16.4K 0.08% 87
2024
Q4
$3.1M Buy
+13,495
New +$3.1M 0.07% 88