Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.24M Sell
35,320
-14,335
-29% -$1.32M 0.31% 90
2025
Q1
$4.37M Sell
49,655
-38,990
-44% -$3.43M 0.44% 73
2024
Q4
$8.2M Buy
+88,645
New +$8.2M 0.49% 68