Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.05M Sell
155,445
-6,592
-4% -$172K 0.07% 150
2025
Q1
$4.11M Buy
162,037
+24,772
+18% +$629K 0.07% 144
2024
Q4
$2.9M Buy
137,265
+22,990
+20% +$486K 0.05% 178
2024
Q3
$2.21M Sell
114,275
-2,460
-2% -$47.5K 0.04% 203
2024
Q2
$1.98M Buy
+116,735
New +$1.98M 0.04% 226