Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.08M Sell
84,610
-13,740
-14% -$337K 0.01% 972
2025
Q1
$2.73M Sell
98,350
-3,714
-4% -$103K 0.01% 813
2024
Q4
$3.34M Buy
102,064
+2,941
+3% +$96.1K 0.01% 715
2024
Q3
$3.56M Sell
99,123
-6,891
-7% -$247K 0.02% 684
2024
Q2
$3.72M Sell
106,014
-8,614
-8% -$302K 0.02% 637
2024
Q1
$3.47M Buy
114,628
+17,457
+18% +$528K 0.02% 654
2023
Q4
$3.05M Buy
+97,171
New +$3.05M 0.02% 579