Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
13,266
+730
+6% +$67K 0.03% 339
2025
Q1
$1.1M Buy
12,536
+223
+2% +$19.6K 0.03% 334
2024
Q4
$1.14M Sell
12,313
-7,106
-37% -$657K 0.03% 339
2024
Q3
$1.8M Sell
19,419
-22,519
-54% -$2.09M 0.05% 244
2024
Q2
$3.14M Buy
41,938
+14,222
+51% +$1.07M 0.09% 136
2024
Q1
$2.39M Buy
+27,716
New +$2.39M 0.07% 167