Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$850K Buy
9,800
+175
+2% +$15.2K 0.01% 648
2025
Q1
$742K Sell
9,625
-409
-4% -$31.5K 0.01% 664
2024
Q4
$975K Sell
10,034
-194
-2% -$18.9K 0.01% 589
2024
Q3
$954K Buy
10,228
+311
+3% +$29K 0.01% 588
2024
Q2
$801K Buy
+9,917
New +$801K 0.01% 603