Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Sell
14,550
-113
-0.8% -$10.2K 0.8% 25
2025
Q1
$1.07M Sell
14,663
-39,931
-73% -$2.91M 0.8% 27
2024
Q4
$3.29M Buy
+54,594
New +$3.29M 2.21% 12