Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.64M Sell
72,909
-9,201
-11% -$459K 0.04% 499
2025
Q1
$2.72M Buy
82,110
+5,190
+7% +$172K 0.03% 582
2024
Q4
$2.95M Sell
76,920
-6,974
-8% -$268K 0.04% 533
2024
Q3
$2.8M Sell
83,894
-3,227
-4% -$108K 0.03% 555
2024
Q2
$2.57M Buy
87,121
+3,277
+4% +$96.6K 0.03% 556
2024
Q1
$2.4M Buy
+83,844
New +$2.4M 0.03% 585
2020
Q1
Sell
-14,126
Closed -$134K 757
2019
Q4
$134K Buy
+14,126
New +$134K ﹤0.01% 1174