Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
11,141
-395
-3% -$36.9K 0.04% 179
2025
Q1
$841K Buy
11,536
+1,020
+10% +$74.3K 0.03% 188
2024
Q4
$634K Sell
10,516
-779
-7% -$47K 0.02% 198
2024
Q3
$849K Sell
11,295
-113
-1% -$8.49K 0.03% 190
2024
Q2
$829K Buy
11,408
+2,522
+28% +$183K 0.03% 184
2024
Q1
$684K Buy
+8,886
New +$684K 0.02% 203