Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.98M Sell
21,225
-2,267
-10% -$212K 0.05% 144
2025
Q1
$1.71M Sell
23,492
-2,328
-9% -$170K 0.05% 156
2024
Q4
$1.56M Buy
25,820
+11,769
+84% +$710K 0.05% 148
2024
Q3
$1.06M Buy
14,051
+2,103
+18% +$158K 0.04% 176
2024
Q2
$868K Buy
+11,948
New +$868K 0.03% 160