Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.45M Sell
5,983
-7,432
-55% -$4.28M 0.11% 106
2025
Q1
$7.56M Sell
13,415
-5,148
-28% -$2.9M 0.31% 76
2024
Q4
$11.1M Sell
18,563
-222
-1% -$133K 0.07% 49
2024
Q3
$10.9M Sell
18,785
-1,234
-6% -$719K 0.45% 44
2024
Q2
$9.64M Buy
20,019
+1,174
+6% +$566K 0.49% 44
2024
Q1
$10.6M Buy
+18,845
New +$10.6M 0.49% 47