Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.53M Sell
53,010
-2,160
-4% -$62.5K 0.07% 118
2025
Q1
$1.56M Buy
55,170
+170
+0.3% +$4.81K 0.08% 113
2024
Q4
$1.25M Buy
55,000
+280
+0.5% +$6.38K 0.06% 129
2024
Q3
$1.2M Buy
54,720
+2,910
+6% +$64K 0.06% 131
2024
Q2
$991K Buy
+51,810
New +$991K 0.06% 135