Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.46M Sell
16,179
-18,730
-54% -$2.85M 0.31% 61
2025
Q1
$5.13M Sell
34,909
-6,886
-16% -$1.01M 0.62% 39
2024
Q4
$5.4M Sell
41,795
-8,929
-18% -$1.15M 0.7% 34
2024
Q3
$6.93M Buy
+50,724
New +$6.93M 0.85% 25