Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
4,002
-3,875
-49% -$219K 0.02% 1051
2025
Q1
$431K Buy
7,877
+4,949
+169% +$271K 0.05% 583
2024
Q4
$184K Sell
2,928
-8,960
-75% -$562K 0.02% 893
2024
Q3
$735K Buy
11,888
+7,434
+167% +$460K 0.07% 501
2024
Q2
$278K Buy
4,454
+900
+25% +$56.2K 0.04% 658
2024
Q1
$259K Buy
+3,554
New +$259K 0.05% 569