Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.5M Sell
23,005
-1,843
-7% -$200K ﹤0.01% 1210
2025
Q1
$1.82M Buy
24,848
+191
+0.8% +$14K ﹤0.01% 1292
2024
Q4
$2.09M Buy
24,657
+14
+0.1% +$1.19K ﹤0.01% 1194
2024
Q3
$2.23M Buy
+24,643
New +$2.23M ﹤0.01% 1135