Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.26M Sell
17,478
-20,899
-54% -$2.71M 0.87% 40
2025
Q1
$4.62M Buy
38,377
+680
+2% +$81.8K 1.26% 41
2024
Q4
$4.39M Buy
+37,697
New +$4.39M 1.22% 42