Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Buy
13,732
+393
+3% +$8.6K 0.01% 542
2025
Q1
$261K Sell
13,339
-7,027
-35% -$138K 0.01% 488
2024
Q4
$319K Buy
20,366
+1,285
+7% +$20.1K 0.01% 778
2024
Q3
$347K Buy
19,081
+1,877
+11% +$34.1K 0.01% 719
2024
Q2
$295K Sell
17,204
-647
-4% -$11.1K 0.01% 756
2024
Q1
$294K Buy
+17,851
New +$294K 0.01% 765