Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.1M Buy
77,999
+13,090
+20% +$1.69M 0.16% 86
2025
Q1
$7.9M Sell
64,909
-15,386
-19% -$1.87M 0.17% 84
2024
Q4
$9.44M Buy
+80,295
New +$9.44M 0.23% 64