Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$918K Sell
5,228
-835
-14% -$147K 0.02% 558
2025
Q1
$1.1M Sell
6,063
-1,114
-16% -$202K 0.02% 518
2024
Q4
$1.5M Buy
7,177
+2,268
+46% +$475K 0.03% 475
2024
Q3
$1.05M Sell
4,909
-931
-16% -$200K 0.02% 490
2024
Q2
$1.18M Buy
+5,840
New +$1.18M 0.03% 477