Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$812K Buy
8,850
+422
+5% +$38.7K 0.01% 663
2025
Q1
$745K Sell
8,428
-898
-10% -$79.3K 0.01% 661
2024
Q4
$862K Sell
9,326
-685
-7% -$63.3K 0.01% 635
2024
Q3
$909K Buy
10,011
+1,309
+15% +$119K 0.01% 608
2024
Q2
$644K Buy
+8,702
New +$644K 0.01% 702