Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.31M Sell
37,375
-1,247
-3% -$144K 0.47% 48
2025
Q1
$3.69M Sell
38,622
-1,830
-5% -$175K 0.42% 50
2024
Q4
$4.3M Sell
40,452
-2,883
-7% -$307K 0.49% 41
2024
Q3
$3.47M Buy
43,335
+26,788
+162% +$2.15M 0.41% 61
2024
Q2
$1.09M Buy
16,547
+13,789
+500% +$911K 0.22% 102
2024
Q1
$213K Buy
+2,758
New +$213K 0.04% 379