Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Sell
8,330
-165
-2% -$26.7K 0.03% 379
2025
Q1
$907K Buy
+8,495
New +$907K 0.02% 423
2024
Q4
Sell
-1,647
Closed -$236K 762
2024
Q3
$236K Buy
+1,647
New +$236K 0.01% 676