Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.09M Sell
24,099
-30,574
-56% -$9M 0.08% 326
2025
Q1
$14.6M Buy
54,673
+53,561
+4,817% +$14.3M 0.21% 87
2024
Q4
$280K Sell
1,112
-33,223
-97% -$8.35M ﹤0.01% 1399
2024
Q3
$7.56M Buy
+34,335
New +$7.56M 0.12% 230
2023
Q1
Sell
-5,189
Closed -$745K 525
2022
Q4
$745K Buy
+5,189
New +$745K 0.05% 156
2017
Q4
Sell
-15,313
Closed -$1.85M 107
2017
Q3
$1.85M Buy
+15,313
New +$1.85M 1.2% 27