Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Sell
6,985
-2,857
-29% -$448K 0.01% 203
2025
Q1
$1.27M Sell
9,842
-7,068
-42% -$913K 0.02% 197
2024
Q4
$2.42M Sell
16,910
-18,156
-52% -$2.59M 0.04% 160
2024
Q3
$5.19M Sell
35,066
-6,885
-16% -$1.02M 0.09% 136
2024
Q2
$5.42M Buy
+41,951
New +$5.42M 0.09% 127