Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Sell
5,048
-2,492
-33% -$735K 0.22% 82
2025
Q1
$1.87M Sell
7,540
-408
-5% -$101K 0.3% 74
2024
Q4
$1.75M Sell
7,948
-552
-6% -$121K 0.28% 80
2024
Q3
$1.88M Sell
8,500
-1,144
-12% -$253K 0.28% 81
2024
Q2
$1.67M Sell
9,644
-445
-4% -$77K 0.27% 83
2024
Q1
$1.93M Buy
+10,089
New +$1.93M 0.31% 71