Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$456K Sell
3,029
-1,417
-32% -$213K 0.07% 128
2025
Q1
$466K Sell
4,446
-866
-16% -$90.8K 0.08% 124
2024
Q4
$868K Sell
5,312
-28,907
-84% -$4.72M 0.15% 78
2024
Q3
$2.26M Buy
+34,219
New +$2.26M 0.4% 38