Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.36M Sell
12,216
-2,536
-17% -$698K 0.02% 522
2025
Q1
$2.72M Sell
14,752
-59
-0.4% -$10.9K 0.02% 541
2024
Q4
$2.92M Sell
14,811
-331
-2% -$65.2K 0.02% 542
2024
Q3
$3.15M Buy
15,142
+661
+5% +$138K 0.03% 431
2024
Q2
$3.4M Sell
14,481
-116
-0.8% -$27.2K 0.05% 344
2024
Q1
$2.59M Buy
+14,597
New +$2.59M 0.04% 420