Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.51M Buy
11,961
+930
+8% +$117K 0.03% 317
2025
Q1
$1.19M Sell
11,031
-237
-2% -$25.5K 0.03% 346
2024
Q4
$1.48M Buy
11,268
+225
+2% +$29.5K 0.03% 305
2024
Q3
$1.19M Sell
11,043
-553
-5% -$59.5K 0.03% 337
2024
Q2
$1.23M Buy
11,596
+79
+0.7% +$8.39K 0.03% 326
2024
Q1
$1.41M Buy
+11,517
New +$1.41M 0.03% 307