Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.13M Sell
21,009
-21,358
-50% -$2.16M 0.02% 498
2025
Q1
$4.5M Buy
42,367
+4,330
+11% +$460K 0.07% 242
2024
Q4
$4.17M Buy
38,037
+2,517
+7% +$276K 0.07% 217
2024
Q3
$5.14M Sell
35,520
-355
-1% -$51.4K 0.12% 142
2024
Q2
$5.24M Buy
35,875
+352
+1% +$51.4K 0.12% 138
2024
Q1
$4.41M Buy
+35,523
New +$4.41M 0.11% 153