Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.78M Sell
52,081
-4,032
-7% -$370K 0.06% 133
2025
Q1
$4.96M Sell
56,113
-23,293
-29% -$2.06M 0.08% 125
2024
Q4
$7.35M Sell
79,406
-9,877
-11% -$914K 0.1% 108
2024
Q3
$8.28M Buy
89,283
+42,031
+89% +$3.9M 0.12% 100
2024
Q2
$3.54M Buy
+47,252
New +$3.54M 0.05% 161