Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$596K Sell
4,863
-782
-14% -$95.9K 0.05% 163
2025
Q1
$515K Sell
5,645
-1,828
-24% -$167K 0.05% 157
2024
Q4
$861K Buy
7,473
+1,789
+31% +$206K 0.08% 98
2024
Q3
$674K Buy
5,684
+3,899
+218% +$462K 0.06% 107
2024
Q2
$246K Sell
1,785
-101
-5% -$13.9K 0.03% 202
2024
Q1
$243K Buy
+1,886
New +$243K 0.03% 195