Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.81M Sell
33,288
-3,863
-10% -$210K 0.12% 162
2025
Q1
$1.87M Buy
37,151
+3,672
+11% +$185K 0.11% 164
2024
Q4
$1.52M Buy
33,479
+2,082
+7% +$94.6K 0.09% 202
2024
Q3
$1.49M Sell
31,397
-1,003
-3% -$47.6K 0.09% 208
2024
Q2
$1.49M Buy
32,400
+5,956
+23% +$273K 0.09% 206
2024
Q1
$1.14M Buy
26,444
+17,767
+205% +$769K 0.07% 248
2023
Q4
$344K Buy
+8,677
New +$344K 0.03% 509