Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.13M Sell
6,072
-930
-13% -$327K 0.05% 376
2025
Q1
$2.22M Sell
7,002
-1,286
-16% -$407K 0.05% 369
2024
Q4
$2.8M Buy
8,288
+2,621
+46% +$884K 0.05% 347
2024
Q3
$1.81M Sell
5,667
-1,058
-16% -$337K 0.04% 372
2024
Q2
$2.16M Buy
+6,725
New +$2.16M 0.05% 354