Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.13M Buy
94,900
+574
+0.6% +$12.9K 0.05% 178
2025
Q1
$2.14M Sell
94,326
-44,559
-32% -$1.01M 0.06% 172
2024
Q4
$2.76M Sell
138,885
-33,424
-19% -$665K 0.07% 151
2024
Q3
$4.04M Sell
172,309
-144,340
-46% -$3.39M 0.11% 132
2024
Q2
$9.81M Sell
316,649
-22,445
-7% -$695K 0.29% 69
2024
Q1
$15M Buy
+339,094
New +$15M 0.47% 41