Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.6M Sell
16,333
-2,836
-15% -$277K 0.17% 126
2025
Q1
$1.68M Sell
19,169
-13,453
-41% -$1.18M 0.19% 100
2024
Q4
$2.95M Sell
32,622
-295
-0.9% -$26.7K 0.33% 67
2024
Q3
$2.66M Buy
32,917
+16,588
+102% +$1.34M 0.31% 76
2024
Q2
$1.11M Sell
16,329
-249
-2% -$16.9K 0.22% 99
2024
Q1
$998K Buy
16,578
+2,052
+14% +$123K 0.2% 114
2023
Q4
$763K Sell
14,526
-1,869
-11% -$98.2K 0.13% 97
2023
Q3
$874K Buy
+16,395
New +$874K 0.29% 82