Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-28,308
Closed -$2.12M 1525
2025
Q1
$2.12M Buy
+28,308
New +$2.12M 0.09% 117
2024
Q4
Hold
0
1443
2024
Q3
Hold
0
1383
2024
Q2
Sell
-16,224
Closed -$1.32M 1425
2024
Q1
$1.32M Buy
+16,224
New +$1.32M 0.04% 202