Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.9K Sell
222
-2
-0.9% -$323 0.01% 87
2025
Q1
$23.9K Sell
224
-82,677
-100% -$8.83M 0.01% 91
2024
Q4
$10.2M Buy
82,901
+572
+0.7% +$70.6K 3.04% 17
2024
Q3
$11.8M Buy
82,329
+31,688
+63% +$4.53M 4.03% 8
2024
Q2
$8.04M Buy
+50,641
New +$8.04M 2.83% 15