Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.68M Sell
58,022
-1,898
-3% -$120K 0.3% 58
2025
Q1
$3.8M Sell
59,920
-257
-0.4% -$16.3K 0.3% 58
2024
Q4
$4.55M Buy
+60,177
New +$4.55M 0.35% 50