Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.6M Sell
23,441
-717
-3% -$48.8K 0.06% 223
2025
Q1
$1.46M Sell
24,158
-4,834
-17% -$293K 0.06% 218
2024
Q4
$2M Sell
28,992
-558
-2% -$38.5K 0.08% 190
2024
Q3
$1.95M Sell
29,550
-1,004
-3% -$66.4K 0.07% 188
2024
Q2
$1.85M Buy
30,554
+5,538
+22% +$336K 0.07% 183
2024
Q1
$1.43M Buy
+25,016
New +$1.43M 0.06% 227