Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.47M Sell
89,167
-9,515
-10% -$477K 0.2% 147
2025
Q1
$4.66M Sell
98,682
-16,971
-15% -$801K 0.21% 139
2024
Q4
$6.12M Buy
+115,653
New +$6.12M 0.25% 106