Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.89M Sell
5,946
-331
-5% -$328K 0.17% 79
2025
Q1
$5.94M Sell
6,277
-4,881
-44% -$4.62M 0.2% 69
2024
Q4
$10.2M Buy
+11,158
New +$10.2M 0.31% 55