Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Sell
76,575
-68,305
-47% -$1.22M 0.02% 299
2025
Q1
$2.78M Sell
144,880
-47,108
-25% -$903K 0.04% 250
2024
Q4
$2.65M Buy
191,988
+53,433
+39% +$737K 0.04% 249
2024
Q3
$2.41M Buy
+138,555
New +$2.41M 0.04% 238