Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.88M Sell
14,143
-180
-1% -$49.3K 0.14% 157
2025
Q1
$5M Sell
14,323
-714
-5% -$249K 0.2% 106
2024
Q4
$6.85M Sell
15,037
-12,309
-45% -$5.61M 0.25% 85
2024
Q3
$12M Sell
27,346
-401
-1% -$175K 0.38% 80
2024
Q2
$13.2M Buy
+27,747
New +$13.2M 0.48% 54