Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.21M Sell
12,224
-1,589
-12% -$288K 0.03% 683
2025
Q1
$2.39M Sell
13,813
-101
-0.7% -$17.5K 0.03% 633
2024
Q4
$2.74M Sell
13,914
-454
-3% -$89.4K 0.03% 559
2024
Q3
$2.9M Sell
14,368
-4,764
-25% -$962K 0.04% 545
2024
Q2
$3.2M Buy
19,132
+2,023
+12% +$338K 0.04% 475
2024
Q1
$2.73M Buy
+17,109
New +$2.73M 0.04% 537