Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
15,050
-3,322
-18% -$227K 0.02% 544
2025
Q1
$1.09M Sell
18,372
-3,904
-18% -$232K 0.02% 519
2024
Q4
$1.35M Buy
22,276
+5,043
+29% +$305K 0.02% 497
2024
Q3
$1.24M Sell
17,233
-3,740
-18% -$269K 0.03% 452
2024
Q2
$1.48M Buy
+20,973
New +$1.48M 0.03% 422