Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
6,423
-45
-0.7% -$7.28K 0.05% 290
2025
Q1
$691K Sell
6,468
-4,113
-39% -$439K 0.04% 361
2024
Q4
$1.31M Buy
10,581
+50
+0.5% +$6.17K 0.08% 215
2024
Q3
$1.51M Sell
10,531
-40
-0.4% -$5.72K 0.09% 188
2024
Q2
$1.73M Buy
10,571
+1,613
+18% +$264K 0.12% 166
2024
Q1
$1.12M Buy
8,958
+5,933
+196% +$742K 0.08% 230
2023
Q4
$227K Buy
+3,025
New +$227K 0.02% 516