Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.43M Sell
118,213
-289,836
-71% -$8.4M 0.64% 43
2025
Q1
$11.1M Buy
408,049
+340,913
+508% +$9.23M 0.62% 33
2024
Q4
$1.53M Buy
+67,136
New +$1.53M 0.41% 55