Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.71M Sell
261,503
-11,716
-4% -$121K 0.04% 298
2025
Q1
$2.81M Sell
273,219
-35,325
-11% -$363K 0.04% 268
2024
Q4
$2.93M Sell
308,544
-18,824
-6% -$179K 0.04% 265
2024
Q3
$3.5M Sell
327,368
-9,718
-3% -$104K 0.05% 240
2024
Q2
$2.8M Buy
337,086
+324,589
+2,597% +$2.7M 0.05% 251
2024
Q1
$106K Buy
+12,497
New +$106K ﹤0.01% 644