Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Sell
3,986
-210
-5% -$63.9K 0.13% 155
2025
Q1
$1.13M Sell
4,196
-743
-15% -$199K 0.13% 153
2024
Q4
$1.22M Sell
4,939
-197
-4% -$48.5K 0.14% 154
2024
Q3
$1.18M Buy
5,136
+1,597
+45% +$366K 0.14% 160
2024
Q2
$714K Sell
3,539
-189
-5% -$38.1K 0.14% 154
2024
Q1
$727K Buy
3,728
+1,045
+39% +$204K 0.15% 158
2023
Q4
$415K Buy
+2,683
New +$415K 0.07% 160