Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
61,171
-9,435
-13% -$207K 0.09% 213
2025
Q1
$1.26M Buy
70,606
+14,635
+26% +$261K 0.08% 226
2024
Q4
$802K Sell
55,971
-5,455
-9% -$78.2K 0.05% 299
2024
Q3
$1.02M Buy
+61,426
New +$1.02M 0.06% 273