Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45M Sell
13,372
-66,773
-83% -$7.26M 0.04% 587
2025
Q1
$5.86M Buy
80,145
+50,049
+166% +$3.66M 0.2% 183
2024
Q4
$2.55M Sell
30,096
-42,721
-59% -$3.62M 0.11% 341
2024
Q3
$6.6M Buy
72,817
+5,801
+9% +$525K 0.29% 73
2024
Q2
$5.4M Buy
+67,016
New +$5.4M 0.26% 104
2023
Q4
Sell
-50,889
Closed -$3.26M 923
2023
Q3
$3.26M Buy
+50,889
New +$3.26M 0.26% 81