Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$968K Sell
7,898
-30,471
-79% -$3.74M 0.2% 73
2025
Q1
$3.5M Buy
38,369
+18,369
+92% +$1.67M 0.86% 34
2024
Q4
$2.33M Buy
20,000
+7,060
+55% +$823K 0.54% 44
2024
Q3
$1.53M Buy
12,940
+360
+3% +$42.7K 0.39% 52
2024
Q2
$1.43M Buy
+12,580
New +$1.43M 0.22% 55