Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$591K Sell
4,821
-1,018
-17% -$125K 0.01% 809
2025
Q1
$532K Sell
5,839
-3,136
-35% -$286K 0.01% 797
2024
Q4
$1.03M Buy
8,975
+1,302
+17% +$150K 0.01% 566
2024
Q3
$868K Buy
7,673
+2,221
+41% +$251K 0.01% 628
2024
Q2
$776K Buy
+5,452
New +$776K 0.01% 618