Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
8,484
-352
-4% -$42.4K ﹤0.01% 589
2025
Q1
$1.03M Sell
8,836
-4,015
-31% -$468K ﹤0.01% 585
2024
Q4
$1.54M Sell
12,851
-4,995
-28% -$599K 0.01% 488
2024
Q3
$1.9M Buy
17,846
+487
+3% +$51.8K 0.01% 460
2024
Q2
$1.64M Buy
+17,359
New +$1.64M 0.01% 466