Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.18M Sell
10,032
-2,254
-18% -$716K 0.12% 188
2025
Q1
$4.14M Buy
12,286
+43
+0.4% +$14.5K 0.16% 141
2024
Q4
$4.22M Sell
12,243
-25,031
-67% -$8.64M 0.16% 136
2024
Q3
$12.6M Sell
37,274
-8,663
-19% -$2.93M 0.4% 69
2024
Q2
$13.5M Buy
+45,937
New +$13.5M 0.49% 52