Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.57M Sell
10,691
-13,262
-55% -$3.19M 0.04% 258
2025
Q1
$5.43M Sell
23,953
-2,566
-10% -$582K 0.08% 187
2024
Q4
$5.45M Buy
26,519
+15,965
+151% +$3.28M 0.07% 191
2024
Q3
$2.56M Buy
+10,554
New +$2.56M 0.04% 232