Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.85M Sell
136,370
-1,089
-0.8% -$22.8K 0.02% 423
2025
Q1
$3.3M Sell
137,459
-5,564
-4% -$133K 0.02% 390
2024
Q4
$3.05M Sell
143,023
-16,608
-10% -$355K 0.02% 413
2024
Q3
$3.69M Sell
159,631
-24,384
-13% -$564K 0.02% 380
2024
Q2
$3.35M Sell
184,015
-18,724
-9% -$340K 0.02% 386
2024
Q1
$4.35M Sell
202,739
-9,183
-4% -$197K 0.03% 341
2023
Q4
$4.56M Sell
211,922
-6,115
-3% -$132K 0.03% 318
2023
Q3
$4.38M Buy
+218,037
New +$4.38M 0.03% 299