Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Sell
100,998
-21,736
-18% -$304K 0.21% 143
2025
Q1
$1.14M Sell
122,734
-59,374
-33% -$552K 0.2% 154
2024
Q4
$1.39M Buy
+182,108
New +$1.39M 0.2% 150
2024
Q1
Sell
-200,800
Closed -$1.03M 312
2023
Q4
$1.03M Buy
+200,800
New +$1.03M 0.18% 147