Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.8M Sell
27,973
-146
-0.5% -$19.9K 0.07% 110
2025
Q1
$3.73M Sell
28,119
-965
-3% -$128K 0.07% 111
2024
Q4
$3.29M Buy
29,084
+408
+1% +$46.1K 0.06% 111
2024
Q3
$3.27M Sell
28,676
-257
-0.9% -$29.3K 0.07% 112
2024
Q2
$3.01M Sell
28,933
-1,688
-6% -$175K 0.06% 107
2024
Q1
$3.48M Sell
30,621
-70,808
-70% -$8.05M 0.08% 108
2023
Q4
$11.2M Buy
+101,429
New +$11.2M 0.29% 69