Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.32M Sell
7,053
-2,446
-26% -$2.19M 0.35% 70
2025
Q1
$6.46M Sell
9,499
-4,617
-33% -$3.14M 0.51% 53
2024
Q4
$8.89M Buy
+14,116
New +$8.89M 0.66% 28