Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$868K Buy
5,565
+4,169
+299% +$650K 0.04% 163
2025
Q1
$230K Sell
1,396
-100
-7% -$16.5K 0.01% 226
2024
Q4
$244K Sell
1,496
-240
-14% -$39.1K 0.01% 232
2024
Q3
$339K Sell
1,736
-72
-4% -$14.1K 0.02% 223
2024
Q2
$313K Buy
+1,808
New +$313K 0.02% 214