Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
9,628
-589
-6% -$62.1K 0.11% 56
2025
Q1
$1.14M Sell
10,217
-17
-0.2% -$1.89K 0.14% 56
2024
Q4
$1.06M Sell
10,234
-456
-4% -$47.2K 0.15% 52
2024
Q3
$1.2M Sell
10,690
-26
-0.2% -$2.91K 0.19% 49
2024
Q2
$954K Buy
10,716
+2,095
+24% +$187K 0.19% 58
2024
Q1
$734K Sell
8,621
-165
-2% -$14.1K 0.16% 43
2023
Q4
$725K Buy
+8,786
New +$725K 0.19% 43