Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.51M Sell
8,439
-263
-3% -$141K 0.15% 141
2025
Q1
$3.22M Sell
8,702
-6,165
-41% -$2.28M 0.12% 162
2024
Q4
$6.75M Buy
14,867
+7,605
+105% +$3.45M 0.24% 93
2024
Q3
$3.13M Buy
7,262
+5,791
+394% +$2.49M 0.11% 170
2024
Q2
$537K Buy
1,471
+516
+54% +$188K 0.02% 412
2024
Q1
$334K Buy
+955
New +$334K 0.01% 509