Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85M Sell
11,818
-776
-6% -$122K 0.01% 1044
2025
Q1
$1.63M Sell
12,594
-143
-1% -$18.5K 0.01% 1101
2024
Q4
$1.82M Sell
12,737
-353
-3% -$50.4K 0.01% 1027
2024
Q3
$1.96M Sell
13,090
-688
-5% -$103K 0.01% 976
2024
Q2
$1.78M Buy
13,778
+508
+4% +$65.6K 0.01% 985
2024
Q1
$1.81M Buy
13,270
+3,235
+32% +$440K 0.01% 955
2023
Q4
$1.2M Buy
+10,035
New +$1.2M 0.01% 974