Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$343K Sell
9,718
-7,288
-43% -$258K 0.03% 811
2025
Q1
$595K Buy
17,006
+8,113
+91% +$284K 0.06% 463
2024
Q4
$474K Buy
8,893
+4,364
+96% +$233K 0.06% 506
2024
Q3
$174K Buy
4,529
+3,510
+344% +$135K 0.02% 1116
2024
Q2
$36.7K Buy
+1,019
New +$36.7K 0.01% 1179