Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.31M Sell
82,463
-12,063
-13% -$337K 0.09% 133
2025
Q1
$2.49M Sell
94,526
-18,460
-16% -$486K 0.11% 131
2024
Q4
$2.89M Sell
112,986
-3,415
-3% -$87.4K 0.12% 131
2024
Q3
$2.39M Buy
+116,401
New +$2.39M 0.1% 146