Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.16M Sell
31,098
-2,374
-7% -$318K 0.07% 240
2025
Q1
$3.05M Sell
33,472
-1,151
-3% -$105K 0.06% 264
2024
Q4
$3.99M Buy
34,623
+20,760
+150% +$2.39M 0.07% 226
2024
Q3
$1.64M Buy
13,863
+3,183
+30% +$377K 0.03% 379
2024
Q2
$1.47M Buy
10,680
+62
+0.6% +$8.55K 0.03% 359
2024
Q1
$1.31M Buy
10,618
+5,763
+119% +$711K 0.03% 381
2023
Q4
$371K Buy
+4,855
New +$371K 0.01% 569