Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.65M Buy
70,717
+168
+0.2% +$8.67K 0.13% 170
2025
Q1
$4.12M Sell
70,549
-1,380
-2% -$80.6K 0.16% 142
2024
Q4
$4.61M Sell
71,929
-116,387
-62% -$7.46M 0.17% 122
2024
Q3
$9.01M Sell
188,316
-2,729
-1% -$131K 0.28% 116
2024
Q2
$7.01M Buy
+191,045
New +$7.01M 0.25% 131