Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Sell
11,669
-5,779
-33% -$607K 0.01% 329
2025
Q1
$1.94M Sell
17,448
-2,844
-14% -$316K 0.01% 317
2024
Q4
$2.09M Sell
20,292
-2,174
-10% -$224K 0.01% 320
2024
Q3
$2.52M Sell
22,466
-6,013
-21% -$673K 0.01% 306
2024
Q2
$2.53M Buy
+28,479
New +$2.53M 0.01% 297