Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
51,605
-337,261
-87% -$6.65M 0.01% 1063
2025
Q1
$7.56M Sell
388,866
-22,725
-6% -$442K 0.11% 242
2024
Q4
$7.3M Buy
411,591
+20,599
+5% +$365K 0.11% 255
2024
Q3
$7.45M Sell
390,992
-36,820
-9% -$701K 0.12% 239
2024
Q2
$6.96M Buy
+427,812
New +$6.96M 0.12% 214