Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Sell
14,696
-2,454
-14% -$335K 0.27% 69
2025
Q1
$1.45M Sell
17,150
-14,822
-46% -$1.25M 0.22% 74
2024
Q4
$2.42M Sell
31,972
-6,340
-17% -$479K 0.34% 50
2024
Q3
$1.43M Buy
+38,312
New +$1.43M 0.21% 76