Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04M Sell
20,208
-5,411
-21% -$546K 0.13% 145
2025
Q1
$2.5M Sell
25,619
-1,682
-6% -$164K 0.15% 124
2024
Q4
$2.78M Buy
27,301
+42
+0.2% +$4.28K 0.16% 115
2024
Q3
$3.05M Sell
27,259
-5,018
-16% -$561K 0.18% 103
2024
Q2
$3.08M Buy
32,277
+5,813
+22% +$555K 0.19% 104
2024
Q1
$2.35M Sell
26,464
-1,568
-6% -$139K 0.15% 134
2023
Q4
$2.31M Buy
+28,032
New +$2.31M 0.17% 116