Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.43M Sell
24,967
-5,857
-19% -$1.27M 0.14% 95
2025
Q1
$5.26M Sell
30,824
-21,984
-42% -$3.75M 0.14% 86
2024
Q4
$9.19M Buy
52,808
+12,037
+30% +$2.1M 0.22% 55
2024
Q3
$6.2M Buy
40,771
+39,394
+2,861% +$5.99M 0.15% 87
2024
Q2
$251K Sell
1,377
-940
-41% -$171K 0.01% 340
2024
Q1
$447K Buy
2,317
+1,307
+129% +$252K 0.01% 265
2023
Q4
$263K Buy
+1,010
New +$263K 0.01% 303