Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.06M Sell
67,546
-13,854
-17% -$628K 0.09% 245
2025
Q1
$3.12M Sell
81,400
-18,256
-18% -$700K 0.1% 212
2024
Q4
$5.06M Hold
99,656
0.17% 133
2024
Q3
$4.38M Hold
99,656
0.14% 163
2024
Q2
$3.68M Buy
+99,656
New +$3.68M 0.12% 183