Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Sell
15,338
-723
-5% -$57.2K 0.1% 91
2025
Q1
$1.44M Buy
16,061
+9,380
+140% +$842K 0.13% 76
2024
Q4
$665K Sell
6,681
-8,947
-57% -$890K 0.06% 113
2024
Q3
$1.77M Buy
15,628
+345
+2% +$39.2K 0.16% 61
2024
Q2
$1.89M Buy
+15,283
New +$1.89M 0.19% 55