Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$889K Buy
8,895
+37
+0.4% +$3.7K 0.01% 371
2025
Q1
$932K Sell
8,858
-5,760
-39% -$606K 0.02% 326
2024
Q4
$1.15M Sell
14,618
-2,719
-16% -$214K 0.02% 279
2024
Q3
$1.29M Buy
17,337
+8
+0% +$595 0.03% 260
2024
Q2
$1.62M Buy
+17,329
New +$1.62M 0.04% 227
2020
Q3
Sell
-534
Closed -$107K 708
2020
Q2
$107K Buy
+534
New +$107K 0.01% 349