Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Sell
10,287
-5,972
-37% -$909K 0.06% 232
2025
Q1
$2.39M Buy
16,259
+6,581
+68% +$966K 0.1% 168
2024
Q4
$1.25M Sell
9,678
-1,128
-10% -$146K 0.05% 197
2024
Q3
$1.37M Buy
10,806
+2,333
+28% +$295K 0.06% 180
2024
Q2
$881K Buy
8,473
+1,267
+18% +$132K 0.04% 221
2024
Q1
$639K Buy
+7,206
New +$639K 0.03% 250