Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.81M Sell
5,626
-5,749
-51% -$1.85M 0.34% 73
2025
Q1
$3.48M Buy
11,375
+2,687
+31% +$822K 0.2% 134
2024
Q4
$3.53M Buy
+8,688
New +$3.53M 0.94% 18