Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Sell
11,919
-18,902
-61% -$372K 0.02% 1030
2025
Q1
$239K Buy
30,821
+17,405
+130% +$135K 0.03% 899
2024
Q4
$141K Sell
13,416
-58,563
-81% -$614K 0.02% 995
2024
Q3
$769K Buy
71,979
+49,995
+227% +$534K 0.07% 478
2024
Q2
$240K Buy
21,984
+21,846
+15,830% +$239K 0.03% 693
2024
Q1
$1.79K Buy
+138
New +$1.79K ﹤0.01% 1114