Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.37M Sell
23,561
-2,592
-10% -$261K 0.09% 215
2025
Q1
$2M Sell
26,153
-16,640
-39% -$1.27M 0.08% 228
2024
Q4
$2.95M Buy
+42,793
New +$2.95M 0.11% 176