Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.8M Sell
7,843
-1,876
-19% -$670K 0.06% 243
2025
Q1
$2.64M Buy
9,719
+3,053
+46% +$830K 0.07% 222
2024
Q4
$2.21M Buy
6,666
+3,543
+113% +$1.18M 0.08% 197
2024
Q3
$1.04M Buy
3,123
+208
+7% +$68.9K 0.04% 253
2024
Q2
$914K Buy
+2,915
New +$914K 0.04% 245