Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.57M Sell
45,442
-565
-1% -$69.3K 0.4% 61
2025
Q1
$4.19M Buy
46,007
+586
+1% +$53.4K 0.32% 78
2024
Q4
$5.23M Buy
45,421
+1,460
+3% +$168K 0.38% 69
2024
Q3
$5.21M Buy
+43,961
New +$5.21M 0.38% 71