Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.71M Buy
26,837
+2,104
+9% +$370K 0.02% 514
2025
Q1
$4.48M Buy
24,733
+1,566
+7% +$283K 0.03% 487
2024
Q4
$4.85M Sell
23,167
-1,789
-7% -$375K 0.03% 467
2024
Q3
$5.35M Sell
24,956
-522
-2% -$112K 0.03% 464
2024
Q2
$5.12M Sell
25,478
-1,093
-4% -$220K 0.03% 451
2024
Q1
$6.48M Buy
+26,571
New +$6.48M 0.04% 408