Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.82M Sell
124,377
-25,901
-17% -$588K 0.43% 117
2025
Q1
$2.69M Sell
150,278
-44,333
-23% -$794K 0.47% 110
2024
Q4
$3.47M Sell
194,611
-77,535
-28% -$1.38M 0.49% 104
2024
Q3
$3.25M Buy
272,146
+475
+0.2% +$5.67K 0.49% 109
2024
Q2
$3.33M Buy
+271,671
New +$3.33M 0.54% 99