Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Sell
21,043
-9,978
-32% -$736K 0.11% 102
2025
Q1
$2.42M Buy
31,021
+1,009
+3% +$78.8K 0.2% 77
2024
Q4
$3.53M Sell
30,012
-797
-3% -$93.8K 0.28% 65
2024
Q3
$3.32M Buy
+30,809
New +$3.32M 0.29% 69