Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Sell
8,678
-1,428
-14% -$217K 0.03% 281
2025
Q1
$1.46M Sell
10,106
-5,878
-37% -$851K 0.06% 246
2024
Q4
$2.06M Sell
15,984
-3,600
-18% -$465K 0.08% 222
2024
Q3
$2.69M Buy
19,584
+502
+3% +$68.9K 0.11% 190
2024
Q2
$1.97M Sell
19,082
-5,798
-23% -$598K 0.1% 210
2024
Q1
$2.21M Buy
24,880
+2,091
+9% +$185K 0.12% 194
2023
Q4
$2.09M Buy
+22,789
New +$2.09M 0.14% 168