Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87M Sell
17,196
-26,472
-61% -$2.88M 0.27% 116
2025
Q1
$3.62M Buy
43,668
+1,328
+3% +$110K 0.68% 30
2024
Q4
$3.32M Buy
42,340
+19,726
+87% +$1.55M 0.91% 8
2024
Q3
$1.82M Buy
+22,614
New +$1.82M 0.48% 60