Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.18M Sell
2,726
-856
-24% -$686K 0.08% 175
2025
Q1
$2.37M Buy
3,582
+291
+9% +$193K 0.11% 147
2024
Q4
$2.28M Buy
3,291
+872
+36% +$604K 0.12% 128
2024
Q3
$2.02M Sell
2,419
-607
-20% -$506K 0.13% 138
2024
Q2
$3.09M Buy
3,026
+717
+31% +$733K 0.23% 87
2024
Q1
$2.24M Buy
2,309
+387
+20% +$375K 0.21% 106
2023
Q4
$1.46M Buy
1,922
+1,363
+244% +$1.03M 0.2% 104
2023
Q3
$329K Buy
+559
New +$329K 0.11% 222