Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Sell
8,877
-2,275
-20% -$368K 0.02% 476
2025
Q1
$1.19M Sell
11,152
-1,181
-10% -$126K 0.04% 257
2024
Q4
$1.52M Buy
12,333
+8,284
+205% +$1.02M 0.04% 222
2024
Q3
$579K Sell
4,049
-192
-5% -$27.5K 0.02% 340
2024
Q2
$694K Buy
+4,241
New +$694K 0.02% 312