Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$97K Sell
720
-106,066
-99% -$14.3M 0.01% 195
2025
Q1
$11.2M Buy
106,786
+22,005
+26% +$2.31M 0.92% 33
2024
Q4
$13.9M Sell
84,781
-6
-0% -$981 1.06% 23
2024
Q3
$5.59M Buy
84,787
+922
+1% +$60.8K 0.44% 47
2024
Q2
$5.36M Buy
+83,865
New +$5.36M 0.43% 48