Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.28M Sell
25,491
-4,333
-15% -$1.07M 0.09% 180
2025
Q1
$5.45M Sell
29,824
-668
-2% -$122K 0.08% 186
2024
Q4
$5.12M Buy
+30,492
New +$5.12M 0.07% 197