Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Sell
2,106
-16,329
-89% -$2.96M 0.04% 410
2025
Q1
$3.2M Buy
18,435
+1,862
+11% +$323K 0.03% 454
2024
Q4
$3.26M Buy
16,573
+2,433
+17% +$479K 0.04% 431
2024
Q3
$2.86M Buy
14,140
+1,082
+8% +$219K 0.03% 449
2024
Q2
$2.18M Buy
13,058
+1,520
+13% +$254K 0.03% 484
2024
Q1
$1.84M Buy
11,538
+3,329
+41% +$531K 0.03% 492
2023
Q4
$1.19M Buy
+8,209
New +$1.19M 0.02% 551