Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.25M Sell
18,823
-831
-4% -$276K 0.05% 159
2025
Q1
$6.85M Buy
19,654
+310
+2% +$108K 0.06% 160
2024
Q4
$6.55M Buy
19,344
+652
+3% +$221K 0.06% 173
2024
Q3
$5.85M Buy
18,692
+1,113
+6% +$348K 0.05% 174
2024
Q2
$4.68M Buy
17,579
+7,543
+75% +$2.01M 0.04% 193
2024
Q1
$3.1M Buy
+10,036
New +$3.1M 0.03% 216