Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.76M Sell
10,868
-10,886
-50% -$1.76M 0.69% 29
2025
Q1
$2.32M Sell
21,754
-6,157
-22% -$658K 1.17% 22
2024
Q4
$3.44M Sell
27,911
-35,799
-56% -$4.42M 1.36% 13
2024
Q3
$9.11M Buy
63,710
+24,364
+62% +$3.48M 3.96% 4
2024
Q2
$6.44M Sell
39,346
-4,479
-10% -$733K 2.76% 5
2024
Q1
$5.48M Buy
43,825
+24,621
+128% +$3.08M 2.4% 7
2023
Q4
$1.44M Buy
+19,204
New +$1.44M 1.14% 17