Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.46M Sell
10,894
-24,809
-69% -$7.89M 0.02% 290
2025
Q1
$9.25M Sell
35,703
-1,939
-5% -$502K 0.04% 220
2024
Q4
$15.2M Buy
37,642
+23,384
+164% +$9.45M 0.09% 160
2024
Q3
$3.74M Hold
14,258
0.01% 291
2024
Q2
$2.82M Hold
14,258
0.01% 292
2024
Q1
$2.51M Buy
+14,258
New +$2.51M 0.01% 322