Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.07M Sell
682,166
-187,109
-22% -$1.39M 0.26% 70
2025
Q1
$4.76M Buy
869,275
+35,233
+4% +$193K 0.14% 60
2024
Q4
$3.52M Buy
834,042
+604,518
+263% +$2.55M 0.09% 108
2024
Q3
$1.53M Buy
+229,524
New +$1.53M 0.04% 211