Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.17M Sell
6,835
-121
-2% -$38.4K 0.13% 107
2025
Q1
$1.8M Sell
6,956
-40
-0.6% -$10.4K 0.12% 123
2024
Q4
$2.83M Sell
6,996
-120
-2% -$48.5K 0.18% 98
2024
Q3
$1.86M Buy
+7,116
New +$1.86M 0.12% 116