Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.54M Sell
15,712
-686
-4% -$111K 0.08% 258
2025
Q1
$1.75M Sell
16,398
-569
-3% -$60.8K 0.06% 334
2024
Q4
$2.09M Sell
16,967
-369
-2% -$45.5K 0.07% 291
2024
Q3
$2.48M Buy
17,336
+3,121
+22% +$446K 0.07% 278
2024
Q2
$2.33M Buy
+14,215
New +$2.33M 0.07% 290