Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.84M Sell
125,844
-98
-0.1% -$5.33K 0.06% 261
2025
Q1
$7.32M Sell
125,942
-739
-0.6% -$42.9K 0.07% 262
2024
Q4
$8.75M Sell
126,681
-114
-0.1% -$7.87K 0.07% 264
2024
Q3
$8.44M Buy
+126,795
New +$8.44M 0.07% 259