Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.15M Sell
13,626
-341
-2% -$53.9K 0.12% 156
2025
Q1
$1.51M Buy
13,967
+3,272
+31% +$355K 0.1% 184
2024
Q4
$1.44M Buy
10,695
+8
+0.1% +$1.07K 0.09% 185
2024
Q3
$1.3M Buy
10,687
+1,462
+16% +$178K 0.08% 195
2024
Q2
$1.14M Buy
9,225
+165
+2% +$20.4K 0.08% 194
2024
Q1
$819K Buy
9,060
+2,440
+37% +$221K 0.06% 224
2023
Q4
$328K Buy
+6,620
New +$328K 0.02% 311