Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Sell
52,748
-15,902
-23% -$321K 0.13% 126
2025
Q1
$944K Buy
68,650
+18,367
+37% +$253K 0.13% 144
2024
Q4
$596K Buy
+50,283
New +$596K 0.09% 205