Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.86M Sell
52,945
-2,383
-4% -$219K 0.39% 60
2025
Q1
$4.87M Sell
55,328
-4,861
-8% -$428K 0.43% 56
2024
Q4
$5.57M Sell
60,189
-4,135
-6% -$383K 0.49% 49
2024
Q3
$5.97M Buy
64,324
+14,567
+29% +$1.35M 0.54% 47
2024
Q2
$3.73M Sell
49,757
-11,015
-18% -$826K 0.35% 61
2024
Q1
$5.24M Buy
60,772
+2,180
+4% +$188K 0.51% 50
2023
Q4
$4.05M Buy
58,592
+5,185
+10% +$359K 0.44% 60
2023
Q3
$2.92M Buy
+53,407
New +$2.92M 0.36% 66