Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$623K Buy
11,469
+3,008
+36% +$163K 0.01% 781
2025
Q1
$514K Sell
8,461
-3,147
-27% -$191K 0.01% 818
2024
Q4
$701K Sell
11,608
-2,080
-15% -$126K 0.01% 724
2024
Q3
$1.01M Buy
13,688
+574
+4% +$42.4K 0.01% 566
2024
Q2
$858K Buy
+13,114
New +$858K 0.01% 576