Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.6M Sell
82,791
-632
-0.8% -$58K 0.3% 81
2025
Q1
$7.34M Sell
83,423
-811
-1% -$71.3K 0.31% 82
2024
Q4
$7.79M Sell
84,234
-10,739
-11% -$994K 0.3% 81
2024
Q3
$8.81M Sell
94,973
-4,599
-5% -$427K 0.34% 76
2024
Q2
$7.47M Buy
99,572
+30,449
+44% +$2.28M 0.28% 84
2024
Q1
$5.96M Buy
69,123
+38,417
+125% +$3.31M 0.22% 89
2023
Q4
$2.12M Buy
+30,706
New +$2.12M 0.09% 98