Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$449K Sell
9,911
-1,546
-13% -$70.1K 0.01% 599
2025
Q1
$439K Buy
11,457
+927
+9% +$35.5K 0.01% 597
2024
Q4
$531K Sell
10,530
-1,916
-15% -$96.6K 0.01% 550
2024
Q3
$514K Sell
12,446
-1,653
-12% -$68.3K 0.01% 564
2024
Q2
$521K Buy
14,099
+7,300
+107% +$270K 0.01% 594
2024
Q1
$274K Buy
+6,799
New +$274K 0.01% 669