Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Sell
17,191
-3,480
-17% -$259K 0.01% 516
2025
Q1
$1.4M Sell
20,671
-961
-4% -$65.1K 0.01% 423
2024
Q4
$1.34M Sell
21,632
-164
-0.8% -$10.2K 0.01% 431
2024
Q3
$1.42M Buy
+21,796
New +$1.42M 0.01% 424