Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.77M Hold
2,241
0.06% 140
2025
Q1
$1.38M Sell
2,241
-2,137
-49% -$1.31M 0.06% 143
2024
Q4
$2.76M Sell
4,378
-99
-2% -$62.4K 0.02% 103
2024
Q3
$2.75M Buy
4,477
+63
+1% +$38.7K 0.11% 90
2024
Q2
$2.88M Buy
4,414
+362
+9% +$236K 0.14% 85
2024
Q1
$2.58M Buy
+4,052
New +$2.58M 0.12% 94