Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.05M Sell
18,566
-149
-0.8% -$32.5K 0.04% 391
2025
Q1
$2.55M Buy
18,715
+865
+5% +$118K 0.03% 467
2024
Q4
$2.57M Sell
17,850
-4,776
-21% -$687K 0.03% 479
2024
Q3
$2.71M Sell
22,626
-3,406
-13% -$408K 0.03% 483
2024
Q2
$2.83M Sell
26,032
-703
-3% -$76.5K 0.03% 464
2024
Q1
$3.58M Buy
26,735
+1,648
+7% +$221K 0.04% 408
2023
Q4
$3.2M Hold
25,087
0.04% 404
2023
Q3
$3.18M Buy
+25,087
New +$3.18M 0.04% 404