Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Sell
9,591
-514
-5% -$69.9K 0.09% 189
2025
Q1
$1.34M Buy
10,105
+344
+4% +$45.6K 0.1% 160
2024
Q4
$1.1M Buy
9,761
+2,531
+35% +$286K 0.08% 186
2024
Q3
$824K Buy
7,230
+1,084
+18% +$124K 0.06% 195
2024
Q2
$639K Buy
6,146
+1,252
+26% +$130K 0.05% 206
2024
Q1
$556K Buy
+4,894
New +$556K 0.04% 219
2023
Q3
Sell
-1,998
Closed -$218K 283
2023
Q2
$218K Buy
+1,998
New +$218K 0.02% 245