Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Sell
2,929
-159
-5% -$85K 0.01% 292
2025
Q1
$1.14M Sell
3,088
-5,180
-63% -$1.91M 0.01% 312
2024
Q4
$3.75M Buy
8,268
+6,778
+455% +$3.08M 0.05% 193
2024
Q3
$641K Buy
+1,490
New +$641K 0.01% 335