Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.27M Sell
24,732
-280
-1% -$25.7K 0.09% 218
2025
Q1
$2.2M Buy
+25,012
New +$2.2M 0.1% 211
2024
Q3
$5.69M Buy
61,417
+1,449
+2% +$134K 0.23% 94
2024
Q2
$4.49M Buy
59,968
+25,600
+74% +$1.92M 0.18% 105
2024
Q1
$2.97M Sell
34,368
-921
-3% -$79.5K 0.12% 182
2023
Q4
$2.43M Buy
35,289
+9,309
+36% +$642K 0.11% 202
2023
Q3
$1.44M Buy
+25,980
New +$1.44M 0.07% 229