Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.59M Sell
14,444
-8,191
-36% -$3.17M 0.18% 83
2025
Q1
$8.7M Sell
22,635
-1,876
-8% -$721K 0.36% 66
2024
Q4
$10.9M Buy
24,511
+5,854
+31% +$2.6M 0.07% 51
2024
Q3
$9.66M Sell
18,657
-1,136
-6% -$588K 0.4% 50
2024
Q2
$11M Sell
19,793
-547
-3% -$304K 0.55% 40
2024
Q1
$10.3M Buy
+20,340
New +$10.3M 0.48% 48