Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.84M Sell
22,471
-2,592
-10% -$327K 0.01% 799
2025
Q1
$2.7M Sell
25,063
-823
-3% -$88.6K 0.01% 816
2024
Q4
$3.39M Sell
25,886
-745
-3% -$97.7K 0.02% 707
2024
Q3
$2.86M Sell
26,631
-526
-2% -$56.6K 0.01% 789
2024
Q2
$2.88M Sell
27,157
-1,093
-4% -$116K 0.01% 756
2024
Q1
$3.45M Buy
28,250
+17,993
+175% +$2.2M 0.02% 657
2023
Q4
$898K Buy
+10,257
New +$898K ﹤0.01% 1136