Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87M Sell
20,928
-16,029
-43% -$1.43M 0.07% 131
2025
Q1
$2.8M Buy
+36,957
New +$2.8M 0.12% 91
2024
Q4
Hold
0
1292
2024
Q3
Hold
0
1237
2024
Q2
Hold
0
1268
2024
Q1
Hold
0
988