Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.74M Sell
29,336
-2,226
-7% -$208K 0.97% 12
2025
Q1
$2.3M Sell
31,562
-21,290
-40% -$1.55M 0.54% 63
2024
Q4
$3.19M Buy
+52,852
New +$3.19M 0.86% 17
2024
Q1
Sell
-19,361
Closed -$1.19M 387
2023
Q4
$1.19M Buy
+19,361
New +$1.19M 0.43% 81