Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Sell
24,496
-47
-0.2% -$2.86K 0.01% 794
2025
Q1
$1.42M Sell
24,543
-1,996
-8% -$115K 0.02% 682
2024
Q4
$1.3M Buy
26,539
+5,076
+24% +$249K 0.02% 658
2024
Q3
$970K Buy
21,463
+8,298
+63% +$375K 0.02% 578
2024
Q2
$573K Buy
+13,165
New +$573K 0.03% 493