Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.83M Sell
9,846
-1,802
-15% -$334K 0.15% 67
2025
Q1
$2.44M Buy
11,648
+134
+1% +$28.1K 0.22% 46
2024
Q4
$2.05M Sell
11,514
-16
-0.1% -$2.84K 0.18% 54
2024
Q3
$2.28M Buy
11,530
+3
+0% +$592 0.2% 51
2024
Q2
$1.98M Buy
+11,527
New +$1.98M 0.2% 50