Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
11,047
-3,810
-26% -$362K 0.01% 342
2025
Q1
$1.31M Sell
14,857
-11,044
-43% -$974K 0.02% 297
2024
Q4
$2.45M Buy
25,901
+12,018
+87% +$1.14M 0.04% 160
2024
Q3
$1.52M Buy
13,883
+4,250
+44% +$464K 0.03% 164
2024
Q2
$1.1M Buy
9,633
+3,709
+63% +$424K 0.03% 173
2024
Q1
$858K Buy
+5,924
New +$858K 0.02% 187