Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Buy
5,746
+134
+2% +$7.03K 0.03% 875
2025
Q1
$266K Sell
5,612
-2,264
-29% -$107K 0.03% 844
2024
Q4
$495K Buy
7,876
+6,004
+321% +$377K 0.07% 482
2024
Q3
$108K Sell
1,872
-12,747
-87% -$734K 0.01% 1264
2024
Q2
$606K Buy
+14,619
New +$606K 0.08% 395