Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$525K Sell
6,117
-4,564
-43% -$391K 0.01% 244
2025
Q1
$983K Buy
10,681
+5,534
+108% +$509K 0.03% 231
2024
Q4
$433K Sell
5,147
-168
-3% -$14.1K 0.01% 274
2024
Q3
$560K Sell
5,315
-4,924
-48% -$518K 0.02% 244
2024
Q2
$885K Buy
10,239
+7,109
+227% +$615K 0.03% 231
2024
Q1
$330K Buy
+3,130
New +$330K 0.01% 289