Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.59M Sell
17,173
-18,781
-52% -$2.83M 0.05% 178
2025
Q1
$3.77M Sell
35,954
-11,000
-23% -$1.15M 0.09% 150
2024
Q4
$7.67M Buy
+46,954
New +$7.67M 0.17% 104