Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.69M Sell
23,864
-2,185
-8% -$247K 0.03% 471
2025
Q1
$2.42M Sell
26,049
-4,286
-14% -$397K 0.03% 477
2024
Q4
$3.24M Buy
30,335
+2,691
+10% +$287K 0.03% 433
2024
Q3
$2.85M Buy
27,644
+8,705
+46% +$899K 0.03% 470
2024
Q2
$1.67M Buy
18,939
+4,923
+35% +$434K 0.02% 550
2024
Q1
$1.37M Hold
14,016
0.02% 571
2023
Q4
$1.3M Hold
14,016
0.02% 537
2023
Q3
$1.16M Hold
14,016
0.02% 584
2023
Q2
$1.19M Buy
14,016
+1,806
+15% +$153K 0.02% 579
2023
Q1
$1.03M Buy
+12,210
New +$1.03M 0.02% 581