Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.18M Sell
28,604
-3,305
-10% -$598K 0.14% 286
2025
Q1
$5.53M Sell
31,909
-700
-2% -$121K 0.19% 204
2024
Q4
$6.42M Buy
+32,609
New +$6.42M 0.27% 84