Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.81M Sell
146,321
-18,086
-11% -$471K 0.02% 234
2025
Q1
$4.17M Sell
164,407
-7,345
-4% -$186K 0.02% 213
2024
Q4
$3.63M Sell
171,752
-7,868
-4% -$166K 0.02% 227
2024
Q3
$3.47M Buy
179,620
+1,215
+0.7% +$23.5K 0.02% 224
2024
Q2
$3.03M Buy
178,405
+9,320
+6% +$158K 0.02% 233
2024
Q1
$2.9M Sell
169,085
-20
-0% -$343 0.02% 230
2023
Q4
$3.2M Sell
169,105
-7,250
-4% -$137K 0.02% 212
2023
Q3
$2.91M Buy
+176,355
New +$2.91M 0.02% 223