Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Sell
24,680
-24,543
-50% -$1.2M 0.05% 136
2025
Q1
$2.79M Sell
49,223
-1,008
-2% -$57K 0.14% 83
2024
Q4
$2.88M Sell
50,231
-453
-0.9% -$26K 0.15% 80
2024
Q3
$2.66M Buy
50,684
+7,608
+18% +$399K 0.13% 85
2024
Q2
$2.33M Buy
+43,076
New +$2.33M 0.13% 84