Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.1M Sell
39,725
-15,540
-28% -$2M 0.03% 294
2025
Q1
$3.99M Buy
55,265
+13,004
+31% +$939K 0.03% 329
2024
Q4
$4.8M Buy
42,261
+1,012
+2% +$115K 0.04% 240
2024
Q3
$4.1M Sell
41,249
-6,089
-13% -$606K 0.03% 257
2024
Q2
$4.1M Buy
47,338
+985
+2% +$85.3K 0.04% 221
2024
Q1
$3.79M Buy
+46,353
New +$3.79M 0.04% 223