Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.82M Sell
2,034
-424
-17% -$380K 0.04% 99
2025
Q1
$1.67M Sell
2,458
-104
-4% -$70.7K 0.04% 88
2024
Q4
$1.61M Sell
2,562
-168
-6% -$106K 0.03% 94
2024
Q3
$2.11M Sell
2,730
-261
-9% -$202K 0.04% 92
2024
Q2
$2.47M Sell
2,991
-85
-3% -$70.1K 0.06% 83
2024
Q1
$2.15M Sell
3,076
-31,626
-91% -$22.1M 0.05% 94
2023
Q4
$20.2M Buy
+34,702
New +$20.2M 0.48% 58