Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Sell
11,932
-1,701
-12% -$172K 0.02% 425
2025
Q1
$1.33M Sell
13,633
-6,244
-31% -$608K 0.02% 402
2024
Q4
$1.99M Sell
19,877
-878
-4% -$87.9K 0.03% 334
2024
Q3
$2.31M Sell
20,755
-893
-4% -$99.4K 0.04% 307
2024
Q2
$2.07M Sell
21,648
-2,030
-9% -$194K 0.04% 346
2024
Q1
$2.07M Sell
23,678
-2,576
-10% -$226K 0.04% 361
2023
Q4
$2.16M Buy
26,254
+1,118
+4% +$92K 0.04% 339
2023
Q3
$1.73M Buy
+25,136
New +$1.73M 0.04% 346