Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.67M Sell
34,864
-6,097
-15% -$641K 0.04% 340
2025
Q1
$2.39M Sell
40,961
-5,285
-11% -$308K 0.03% 419
2024
Q4
$2.68M Sell
46,246
-13,866
-23% -$802K 0.05% 348
2024
Q3
$2.66M Sell
60,112
-12,332
-17% -$546K 0.07% 319
2024
Q2
$2.7M Sell
72,444
-3,301
-4% -$123K 0.07% 280
2024
Q1
$2.89M Buy
75,745
+20,250
+36% +$773K 0.06% 306
2023
Q4
$2.54M Buy
55,495
+3,170
+6% +$145K 0.06% 318
2023
Q3
$1.52M Buy
+52,325
New +$1.52M 0.05% 391