Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.24M Sell
11,533
-2,221
-16% -$430K 0.07% 297
2025
Q1
$1.62M Buy
13,754
+3,978
+41% +$467K 0.06% 325
2024
Q4
$1.35M Buy
9,776
+2,499
+34% +$345K 0.05% 366
2024
Q3
$863K Buy
7,277
+4,248
+140% +$504K 0.04% 440
2024
Q2
$260K Buy
+3,029
New +$260K 0.01% 818