Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Sell
15,401
-11,547
-43% -$914K 0.16% 71
2025
Q1
$2.42M Buy
26,948
+6,902
+34% +$620K 0.44% 43
2024
Q4
$2.01M Buy
20,046
+7,795
+64% +$782K 0.36% 52
2024
Q3
$1.39M Sell
12,251
-265
-2% -$30.1K 0.28% 64
2024
Q2
$1.55M Sell
12,516
-1,784
-12% -$221K ﹤0.01% 79
2024
Q1
$1.89M Sell
14,300
-3,371
-19% -$445K 0.3% 69
2023
Q4
$1.93M Buy
+17,671
New +$1.93M 0.39% 53