Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.62M Sell
9,094
-1,576
-15% -$281K 0.03% 445
2025
Q1
$1.71M Sell
10,670
-1,960
-16% -$314K 0.04% 424
2024
Q4
$2.2M Buy
12,630
+3,968
+46% +$691K 0.04% 395
2024
Q3
$1.96M Sell
8,662
-1,703
-16% -$385K 0.04% 360
2024
Q2
$2.32M Buy
+10,365
New +$2.32M 0.05% 333