Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Sell
3,863
-6,157
-61% -$532K 0.01% 274
2025
Q1
$521K Sell
10,020
-2,031
-17% -$106K 0.01% 163
2024
Q4
$663K Sell
12,051
-69
-0.6% -$3.8K 0.02% 156
2024
Q3
$811K Buy
12,120
+1,792
+17% +$120K 0.02% 121
2024
Q2
$573K Buy
+10,328
New +$573K 0.01% 138