Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.26M Sell
442
-12
-3% -$88.6K 0.01% 727
2025
Q1
$3.29M Sell
454
-2
-0.4% -$14.5K 0.01% 722
2024
Q4
$3.73M Sell
456
-25
-5% -$205K 0.02% 660
2024
Q3
$4.72M Sell
481
-24
-5% -$235K 0.02% 571
2024
Q2
$3.83M Buy
505
+121
+32% +$918K 0.02% 625
2024
Q1
$3.11M Sell
384
-30
-7% -$243K 0.01% 701
2023
Q4
$2.9M Buy
+414
New +$2.9M 0.02% 597