Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$639K Buy
21,650
+9,324
+76% +$275K 0.02% 190
2025
Q1
$376K Sell
12,326
-2,105
-15% -$64.2K 0.01% 218
2024
Q4
$545K Sell
14,431
-2,271
-14% -$85.8K 0.02% 184
2024
Q3
$644K Buy
+16,702
New +$644K 0.01% 147