Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Sell
11,642
-53,243
-82% -$4.6M 0.14% 74
2025
Q1
$3.38M Buy
64,885
+24,730
+62% +$1.29M 0.41% 49
2024
Q4
$2.21M Buy
+40,155
New +$2.21M 0.24% 68