Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Sell
4,532
-268
-6% -$84.2K 0.15% 139
2025
Q1
$1.26M Sell
4,800
-1,362
-22% -$358K 0.15% 136
2024
Q4
$1.61M Buy
6,162
+561
+10% +$146K 0.18% 112
2024
Q3
$1.3M Buy
5,601
+2,123
+61% +$494K 0.15% 148
2024
Q2
$702K Buy
3,478
+760
+28% +$153K 0.14% 157
2024
Q1
$466K Buy
2,718
+934
+52% +$160K 0.09% 245
2023
Q4
$387K Buy
+1,784
New +$387K 0.07% 165