Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.5M Sell
37,825
-25,222
-40% -$3.67M 0.07% 171
2025
Q1
$11M Buy
63,047
+49,042
+350% +$8.58M 0.23% 70
2024
Q4
$2.94M Buy
+14,005
New +$2.94M 0.03% 218