Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.52M Sell
87,073
-24,311
-22% -$704K 0.14% 128
2025
Q1
$3.15M Buy
111,384
+58,759
+112% +$1.66M 0.12% 137
2024
Q4
$1.2M Buy
+52,625
New +$1.2M 0.13% 94