Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
8,347
-4,571
-35% -$560K 0.01% 344
2025
Q1
$1.18M Sell
12,918
-12,125
-48% -$1.11M 0.02% 304
2024
Q4
$2.89M Buy
25,043
+9,567
+62% +$1.1M 0.05% 126
2024
Q3
$1.83M Buy
15,476
+6,432
+71% +$762K 0.04% 130
2024
Q2
$1.25M Sell
9,044
-300
-3% -$41.4K 0.03% 126
2024
Q1
$1.07M Buy
+9,344
New +$1.07M 0.03% 126