Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.77M Sell
10,621
-46
-0.4% -$16.3K 1.5% 14
2025
Q1
$3.74M Sell
10,667
-59
-0.6% -$20.7K 1.58% 13
2024
Q4
$3.39M Buy
+10,726
New +$3.39M 1.4% 18