Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Sell
13,853
-356
-3% -$29.1K 0.1% 148
2025
Q1
$1.41M Sell
14,209
-8,553
-38% -$849K 0.13% 135
2024
Q4
$2.29M Sell
22,762
-272
-1% -$27.3K 0.21% 108
2024
Q3
$2.08M Buy
23,034
+7,063
+44% +$637K 0.19% 114
2024
Q2
$1.3M Sell
15,971
-8,111
-34% -$661K 0.13% 131
2024
Q1
$1.84M Sell
24,082
-2,306
-9% -$176K 0.19% 112
2023
Q4
$1.85M Buy
+26,388
New +$1.85M 0.18% 117