Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74K Sell
9,356
-45,884
-83% -$363K 0.01% 1521
2025
Q1
$426K Buy
55,240
+18,499
+50% +$143K 0.05% 593
2024
Q4
$377K Sell
36,741
-12,027
-25% -$124K 0.05% 604
2024
Q3
$451K Buy
48,768
+31,639
+185% +$292K 0.04% 696
2024
Q2
$141K Buy
+17,129
New +$141K 0.02% 852