Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Sell
17,338
-4,506
-21% -$360K 0.01% 323
2025
Q1
$1.75M Sell
21,844
-3,622
-14% -$290K 0.01% 324
2024
Q4
$2.09M Sell
25,466
-5,565
-18% -$456K 0.01% 321
2024
Q3
$2.54M Sell
31,031
-2,484
-7% -$204K 0.01% 305
2024
Q2
$2.35M Buy
+33,515
New +$2.35M 0.01% 301