Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.92M Sell
8,227
-33
-0.4% -$11.7K 1.85% 13
2025
Q1
$2.89M Sell
8,260
-142
-2% -$49.8K 2.11% 11
2024
Q4
$2.66M Buy
+8,402
New +$2.66M 2.1% 9