Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.46M Sell
57,219
-829
-1% -$64.6K 0.03% 328
2025
Q1
$4.28M Buy
58,048
+23,648
+69% +$1.74M 0.03% 312
2024
Q4
$2.81M Buy
34,400
+1,773
+5% +$145K 0.02% 350
2024
Q3
$2.28M Sell
32,627
-8,416
-21% -$587K 0.02% 397
2024
Q2
$2.43M Sell
41,043
-11,206
-21% -$663K 0.02% 331
2024
Q1
$3.42M Buy
+52,249
New +$3.42M 0.04% 234