Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.96M Buy
21,333
+10,560
+98% +$1.46M 0.05% 167
2025
Q1
$1.72M Sell
10,773
-1,850
-15% -$296K 0.03% 236
2024
Q4
$1.68M Sell
12,623
-17,004
-57% -$2.26M 0.03% 237
2024
Q3
$4.02M Sell
29,627
-890
-3% -$121K 0.07% 146
2024
Q2
$4.5M Buy
+30,517
New +$4.5M 0.08% 138