Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$506K Sell
10,136
-2,545
-20% -$127K 0.01% 886
2025
Q1
$420K Sell
12,681
-3,389
-21% -$112K 0.01% 921
2024
Q4
$621K Buy
16,070
+2,763
+21% +$107K 0.01% 790
2024
Q3
$442K Sell
13,307
-236
-2% -$7.85K 0.01% 969
2024
Q2
$400K Buy
+13,543
New +$400K 0.01% 928