Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.79M Sell
38,345
-4,990
-12% -$233K 0.03% 293
2025
Q1
$1.64M Sell
43,335
-10,627
-20% -$401K 0.03% 266
2024
Q4
$2.49M Buy
53,962
+25,389
+89% +$1.17M 0.04% 142
2024
Q3
$1.51M Buy
28,573
+7,974
+39% +$422K 0.03% 165
2024
Q2
$1.13M Buy
20,599
+6,613
+47% +$363K 0.03% 150
2024
Q1
$901K Buy
13,986
+9,923
+244% +$639K 0.02% 148
2023
Q4
$233K Buy
+4,063
New +$233K 0.01% 196