Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.99M Sell
11,118
-305
-3% -$54.5K 0.08% 219
2025
Q1
$1.83M Sell
11,423
-105
-0.9% -$16.8K 0.08% 236
2024
Q4
$2.01M Buy
11,528
+4,328
+60% +$753K 0.1% 164
2024
Q3
$1.63M Buy
+7,200
New +$1.63M 0.08% 181