Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$355K Sell
451
-189
-30% -$149K 0.09% 59
2025
Q1
$393K Sell
640
-94
-13% -$57.7K 0.12% 48
2024
Q4
$461K Sell
734
-202
-22% -$127K 0.15% 46
2024
Q3
$581K Buy
936
+439
+88% +$273K 0.2% 38
2024
Q2
$327K Buy
+497
New +$327K 0.13% 44