Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$491K Sell
882
-110
-11% -$61.2K 0.01% 903
2025
Q1
$566K Sell
992
-12
-1% -$6.85K 0.01% 773
2024
Q4
$702K Sell
1,004
-794
-44% -$556K 0.01% 721
2024
Q3
$947K Buy
1,798
+885
+97% +$466K 0.01% 591
2024
Q2
$541K Buy
+913
New +$541K 0.01% 771