Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
39,183
-4,551
-10% -$136K 0.01% 678
2025
Q1
$1.48M Buy
43,734
+17,902
+69% +$605K 0.02% 584
2024
Q4
$764K Sell
25,832
-6,690
-21% -$198K 0.01% 757
2024
Q3
$1.02M Buy
32,522
+2,836
+10% +$89K 0.03% 622
2024
Q2
$1.07M Buy
29,686
+4,299
+17% +$155K 0.03% 571
2024
Q1
$957K Buy
25,387
+1,207
+5% +$45.5K 0.02% 587
2023
Q4
$856K Buy
24,180
+3,123
+15% +$111K 0.02% 607
2023
Q3
$815K Buy
+21,057
New +$815K 0.03% 566