Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Sell
22,716
-13,786
-38% -$669K 0.19% 142
2025
Q1
$1.79M Buy
36,502
+31,109
+577% +$1.53M 0.29% 68
2024
Q4
$258K Sell
5,393
-2,607
-33% -$125K 0.04% 616
2024
Q3
$447K Buy
+8,000
New +$447K 0.07% 455