Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.49M Sell
26,477
-30,574
-54% -$4.04M 0.02% 289
2025
Q1
$8.56M Sell
57,051
-15,965
-22% -$2.39M 0.04% 230
2024
Q4
$11.1M Buy
73,016
+39
+0.1% +$5.93K 0.07% 188
2024
Q3
$12.4M Sell
72,977
-353,292
-83% -$60.1M 0.04% 185
2024
Q2
$70.3M Buy
426,269
+14,724
+4% +$2.43M 0.28% 66
2024
Q1
$72M Buy
+411,545
New +$72M 0.27% 64