Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.05M Sell
11,343
-130
-1% -$46.4K 0.27% 60
2025
Q1
$4.58M Sell
11,473
-365
-3% -$146K 0.36% 46
2024
Q4
$4.25M Sell
11,838
-176
-1% -$63.2K 0.34% 47
2024
Q3
$4.16M Sell
12,014
-14,740
-55% -$5.1M 0.34% 47
2024
Q2
$7.85M Buy
+26,754
New +$7.85M 0.66% 30