Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
3,663
-346
-9% -$96.6K 0.05% 151
2025
Q1
$1.25M Buy
4,009
+117
+3% +$36.5K 0.06% 126
2024
Q4
$1.01M Buy
3,892
+39
+1% +$10.2K 0.05% 149
2024
Q3
$1.24M Sell
3,853
-250
-6% -$80.6K 0.06% 128
2024
Q2
$1.28M Buy
+4,103
New +$1.28M 0.07% 114