Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
23,955
-14,788
-38% -$671K 0.02% 335
2025
Q1
$1.48M Sell
38,743
-9,308
-19% -$357K 0.02% 282
2024
Q4
$2.44M Buy
48,051
+13,920
+41% +$707K 0.04% 166
2024
Q3
$1.5M Buy
34,131
+4,337
+15% +$191K 0.03% 169
2024
Q2
$1.1M Buy
29,794
+8,154
+38% +$301K 0.03% 172
2024
Q1
$871K Buy
21,640
+16,285
+304% +$656K 0.02% 176
2023
Q4
$254K Buy
+5,355
New +$254K 0.01% 128