Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$653K Sell
21,790
-11,274
-34% -$338K 0.02% 145
2025
Q1
$725K Sell
33,064
-18,722
-36% -$411K 0.02% 139
2024
Q4
$1.14M Buy
51,786
+9,390
+22% +$206K 0.03% 125
2024
Q3
$1.04M Hold
42,396
0.02% 126
2024
Q2
$888K Buy
+42,396
New +$888K 0.02% 122