Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.22M Sell
17,787
-615
-3% -$111K 0.03% 376
2025
Q1
$3.19M Sell
18,402
-5,672
-24% -$983K 0.03% 360
2024
Q4
$4.74M Sell
24,074
-4,212
-15% -$829K 0.04% 326
2024
Q3
$5.71M Sell
28,286
-1,389
-5% -$281K 0.05% 294
2024
Q2
$4.96M Buy
29,675
+588
+2% +$98.4K 0.04% 307
2024
Q1
$4.64M Buy
+29,087
New +$4.64M 0.04% 344