Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$670K Hold
4,140
0.02% 270
2025
Q1
$442K Sell
4,140
-3,400
-45% -$363K 0.02% 233
2024
Q4
$930K Buy
7,540
+3,200
+74% +$395K 0.03% 189
2024
Q3
$621K Sell
4,340
-760
-15% -$109K 0.03% 230
2024
Q2
$834K Buy
+5,100
New +$834K 0.04% 186