Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Sell
28,462
-992
-3% -$41.6K 0.04% 256
2025
Q1
$925K Sell
29,454
-768
-3% -$24.1K 0.04% 276
2024
Q4
$1.05M Buy
30,222
+4,995
+20% +$173K 0.04% 270
2024
Q3
$580K Buy
25,227
+4,165
+20% +$95.7K 0.02% 377
2024
Q2
$554K Buy
21,062
+3,606
+21% +$94.9K 0.02% 370
2024
Q1
$380K Buy
17,456
+5,990
+52% +$130K 0.02% 455
2023
Q4
$238K Buy
+11,466
New +$238K 0.01% 534