Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.8M Sell
11,927
-420
-3% -$63.2K 0.27% 39
2025
Q1
$1.3M Sell
12,347
-6,774
-35% -$711K 0.23% 46
2024
Q4
$3.13M Sell
19,121
-5,927
-24% -$969K 0.56% 29
2024
Q3
$1.65M Buy
+25,048
New +$1.65M 0.31% 37