Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$578K Hold
11,579
0.01% 495
2025
Q1
$383K Sell
11,579
-106
-0.9% -$3.51K 0.01% 566
2024
Q4
$449K Sell
11,685
-4,728
-29% -$182K 0.01% 539
2024
Q3
$549K Sell
16,413
-10,930
-40% -$365K 0.01% 481
2024
Q2
$806K Hold
27,343
0.02% 412
2024
Q1
$782K Buy
+27,343
New +$782K 0.02% 423