Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Sell
6,601
-2,786
-30% -$480K 0.02% 541
2025
Q1
$1.66M Sell
9,387
-755
-7% -$133K 0.03% 380
2024
Q4
$1.98M Buy
10,142
+2,336
+30% +$457K 0.03% 355
2024
Q3
$1.39M Buy
7,806
+1,416
+22% +$252K 0.02% 461
2024
Q2
$1.3M Buy
+6,390
New +$1.3M 0.02% 427