Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$657K Sell
27,196
-104
-0.4% -$2.51K 0.05% 200
2025
Q1
$703K Buy
27,300
+963
+4% +$24.8K 0.06% 167
2024
Q4
$524K Sell
26,337
-103,883
-80% -$2.07M 0.05% 110
2024
Q3
$465K Buy
+130,220
New +$465K 0.05% 118