Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.17M Sell
151,625
-2,974
-2% -$62.2K 0.02% 492
2025
Q1
$3.66M Buy
154,599
+10,544
+7% +$250K 0.04% 365
2024
Q4
$3.04M Buy
144,055
+75,428
+110% +$1.59M 0.04% 381
2024
Q3
$1.59M Buy
68,627
+41,879
+157% +$969K 0.03% 414
2024
Q2
$486K Buy
+26,748
New +$486K 0.02% 553