Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.08M Sell
44,458
-4,107
-8% -$377K 0.02% 521
2025
Q1
$4.27M Buy
48,565
+220
+0.5% +$19.4K 0.03% 465
2024
Q4
$4.47M Buy
48,345
+520
+1% +$48.1K 0.03% 432
2024
Q3
$4.44M Sell
47,825
-1,879
-4% -$174K 0.03% 418
2024
Q2
$3.73M Buy
+49,704
New +$3.73M 0.03% 458