Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.5M Sell
10,485
-184
-2% -$26.3K 0.12% 77
2025
Q1
$1.78M Hold
10,669
0.16% 62
2024
Q4
$1.55M Sell
10,669
-718
-6% -$104K 0.14% 68
2024
Q3
$1.68M Buy
11,387
+963
+9% +$142K 0.15% 63
2024
Q2
$1.63M Buy
+10,424
New +$1.63M 0.16% 63