Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Sell
3,674
-428
-10% -$153K 0.05% 233
2025
Q1
$1.64M Sell
4,102
-192
-4% -$76.6K 0.06% 211
2024
Q4
$1.54M Sell
4,294
-42
-1% -$15.1K 0.05% 226
2024
Q3
$1.5M Sell
4,336
-63
-1% -$21.8K 0.04% 236
2024
Q2
$1.29M Sell
4,399
-53
-1% -$15.6K 0.04% 218
2024
Q1
$1.49M Buy
+4,452
New +$1.49M 0.04% 206
2021
Q2
Sell
-2,316
Closed -$533K 379
2021
Q1
$533K Buy
+2,316
New +$533K 0.01% 360