Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.63M Sell
89,452
-20,499
-19% -$1.06M 0.03% 444
2025
Q1
$5.14M Buy
109,951
+44,084
+67% +$2.06M 0.04% 336
2024
Q4
$3.37M Buy
+65,867
New +$3.37M 0.03% 369