Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Sell
17,750
-7,602
-30% -$480K 0.03% 213
2025
Q1
$1.74M Buy
25,352
+2,764
+12% +$190K 0.05% 188
2024
Q4
$1.32M Buy
22,588
+3,628
+19% +$212K 0.03% 206
2024
Q3
$1.22M Sell
18,960
-1,430
-7% -$91.7K 0.03% 211
2024
Q2
$1.05M Sell
20,390
-9,502
-32% -$487K 0.03% 215
2024
Q1
$1.3M Buy
+29,892
New +$1.3M 0.04% 207