Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.86M Buy
24,418
+3,874
+19% +$453K 0.03% 408
2025
Q1
$2.1M Sell
20,544
-739
-3% -$75.5K 0.03% 470
2024
Q4
$2.04M Sell
21,283
-1,774
-8% -$170K 0.04% 412
2024
Q3
$2.18M Buy
+23,057
New +$2.18M 0.06% 369