Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.4M Sell
33,398
-9,235
-22% -$1.22M 0.14% 92
2025
Q1
$6.4M Sell
42,633
-9,808
-19% -$1.47M 0.27% 80
2024
Q4
$7.96M Buy
52,441
+1,535
+3% +$233K 0.05% 65
2024
Q3
$8.65M Sell
50,906
-2,080
-4% -$353K 0.36% 56
2024
Q2
$8.74M Sell
52,986
-19,035
-26% -$3.14M 0.44% 49
2024
Q1
$12.6M Buy
+72,021
New +$12.6M 0.59% 41