Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.44M Sell
42,176
-20,208
-32% -$2.13M 0.09% 150
2025
Q1
$3.64M Sell
62,384
-12,322
-16% -$718K 0.09% 151
2024
Q4
$4.32M Buy
+74,706
New +$4.32M 0.09% 151