Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.13M Sell
47,814
-15,063
-24% -$1.3M 0.02% 618
2025
Q1
$3.28M Sell
62,877
-4,956
-7% -$258K 0.01% 725
2024
Q4
$3.73M Buy
67,833
+179
+0.3% +$9.85K 0.02% 659
2024
Q3
$4.53M Sell
67,654
-3,831
-5% -$256K 0.02% 581
2024
Q2
$3.96M Buy
71,485
+145
+0.2% +$8.04K 0.02% 616
2024
Q1
$3.65M Buy
71,340
+45,248
+173% +$2.32M 0.02% 633
2023
Q4
$1.19M Buy
+26,092
New +$1.19M 0.01% 982