Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.05M Sell
5,837
-127
-2% -$44.6K 0.09% 141
2025
Q1
$1.89M Buy
5,964
+385
+7% +$122K 0.09% 140
2024
Q4
$1.88M Buy
5,579
+1,139
+26% +$384K 0.08% 140
2024
Q3
$1.41M Buy
4,440
+1,768
+66% +$563K 0.06% 153
2024
Q2
$859K Buy
2,672
+789
+42% +$254K 0.04% 174
2024
Q1
$654K Buy
+1,883
New +$654K 0.03% 188