Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
128,796
-14,445
-10% -$118K 0.12% 211
2025
Q1
$839K Buy
+143,241
New +$839K 0.09% 255
2021
Q2
Sell
-2,734
Closed -$165K 1105
2021
Q1
$165K Buy
+2,734
New +$165K 0.05% 326