Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Sell
101,884
-1,642
-2% -$22.6K 0.04% 224
2025
Q1
$1.29M Sell
103,526
-411
-0.4% -$5.12K 0.04% 216
2024
Q4
$1.38M Buy
+103,937
New +$1.38M 0.04% 206