Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-16,677
Closed -$3.91M 2193
2025
Q1
$3.91M Sell
16,677
-297
-2% -$69.6K 0.02% 764
2024
Q4
$6.68M Sell
16,974
-727
-4% -$286K 0.04% 586
2024
Q3
$5.92M Sell
17,701
-1,820
-9% -$609K 0.03% 663
2024
Q2
$4.77M Buy
+19,521
New +$4.77M 0.03% 721