Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$647K Sell
1,958
-200
-9% -$66.1K 0.02% 329
2025
Q1
$710K Buy
2,158
+1,299
+151% +$427K 0.06% 209
2024
Q4
$237K Sell
859
-140
-14% -$38.7K 0.05% 187
2024
Q3
$346K Sell
999
-59
-6% -$20.4K 0.08% 142
2024
Q2
$350K Buy
+1,058
New +$350K 0.08% 132