Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.88M Sell
49,815
-71,291
-59% -$5.56M 0.03% 325
2025
Q1
$8.93M Buy
121,106
+51,285
+73% +$3.78M 0.11% 116
2024
Q4
$5.7M Buy
+69,821
New +$5.7M 0.17% 112