Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Sell
33,054
-1,265
-4% -$60.8K 0.02% 428
2025
Q1
$1.67M Buy
34,319
+4,755
+16% +$231K 0.03% 378
2024
Q4
$1.44M Sell
29,564
-7,182
-20% -$350K 0.02% 444
2024
Q3
$2.34M Sell
36,746
-701
-2% -$44.7K 0.03% 315
2024
Q2
$2.16M Buy
+37,447
New +$2.16M 0.04% 299