Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.47M Sell
29,821
-548
-2% -$174K 0.34% 62
2025
Q1
$7.87M Sell
30,369
-15,475
-34% -$4.01M 0.31% 68
2024
Q4
$18.5M Buy
45,844
+16,935
+59% +$6.84M 0.68% 23
2024
Q3
$7.56M Sell
28,909
-1,044
-3% -$273K 0.24% 139
2024
Q2
$5.93M Buy
+29,953
New +$5.93M 0.21% 149