Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.17M Sell
31,357
-1,828
-6% -$185K 0.02% 404
2025
Q1
$3.23M Sell
33,185
-1,350
-4% -$132K 0.02% 393
2024
Q4
$3.52M Sell
34,535
-151
-0.4% -$15.4K 0.02% 379
2024
Q3
$3.88M Sell
34,686
-2,296
-6% -$257K 0.02% 371
2024
Q2
$3.53M Sell
36,982
-5,510
-13% -$526K 0.02% 368
2024
Q1
$3.77M Sell
42,492
-5,214
-11% -$462K 0.02% 377
2023
Q4
$3.92M Buy
+47,706
New +$3.92M 0.03% 352