Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,174
Closed -$1.31M 592
2025
Q1
$1.31M Buy
+14,174
New +$1.31M 0.16% 172
2024
Q2
Sell
-2,341
Closed -$288K 467
2024
Q1
$288K Sell
2,341
-1,182
-34% -$145K 0.04% 416
2023
Q4
$428K Sell
3,523
-11,382
-76% -$1.38M 0.08% 304
2023
Q3
$1.76M Buy
+14,905
New +$1.76M 0.4% 65