Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Sell
27,327
-11,149
-29% -$542K 0.01% 501
2025
Q1
$1.88M Sell
38,476
-3,801
-9% -$185K 0.02% 420
2024
Q4
$2.06M Sell
42,277
-2,312
-5% -$113K 0.02% 395
2024
Q3
$2.78M Buy
44,589
+429
+1% +$26.8K 0.02% 337
2024
Q2
$2.55M Buy
44,160
+998
+2% +$57.6K 0.02% 336
2024
Q1
$2.62M Buy
+43,162
New +$2.62M 0.02% 355