Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.08M Sell
5,340
-878
-14% -$506K 0.07% 293
2025
Q1
$3.52M Sell
6,218
-1,210
-16% -$684K 0.08% 267
2024
Q4
$4.46M Buy
7,428
+2,328
+46% +$1.4M 0.08% 237
2024
Q3
$2.97M Sell
5,100
-1,004
-16% -$585K 0.06% 263
2024
Q2
$2.94M Buy
+6,104
New +$2.94M 0.07% 274