Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.46M Sell
10,884
-702
-6% -$352K 0.18% 84
2025
Q1
$5.4M Sell
11,586
-172
-1% -$80.1K 0.22% 89
2024
Q4
$5.57M Sell
11,758
-98
-0.8% -$46.4K 0.03% 81
2024
Q3
$5.63M Buy
11,856
+682
+6% +$324K 0.23% 68
2024
Q2
$4.7M Buy
11,174
+426
+4% +$179K 0.24% 72
2024
Q1
$4.22M Buy
+10,748
New +$4.22M 0.2% 79