Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.31M Sell
213,342
-65,108
-23% -$706K 0.03% 459
2025
Q1
$2.79M Buy
278,450
+160,803
+137% +$1.61M 0.04% 371
2024
Q4
$1.16M Buy
117,647
+1,578
+1% +$15.6K 0.02% 586
2024
Q3
$1.23M Sell
116,069
-25,584
-18% -$270K 0.03% 555
2024
Q2
$1.78M Sell
141,653
-17,282
-11% -$217K 0.05% 411
2024
Q1
$2.11M Buy
158,935
+15,635
+11% +$208K 0.04% 362
2023
Q4
$1.75M Buy
143,300
+6,743
+5% +$82.2K 0.04% 406
2023
Q3
$1.7M Buy
+136,557
New +$1.7M 0.05% 352