Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Sell
2,745
-3,262
-54% -$474K 0.01% 1018
2025
Q1
$1.05M Sell
6,007
-129
-2% -$22.6K 0.02% 540
2024
Q4
$1.29M Buy
6,136
+699
+13% +$147K 0.02% 478
2024
Q3
$1.55M Sell
5,437
-118
-2% -$33.6K 0.02% 427
2024
Q2
$1.76M Buy
+5,555
New +$1.76M 0.03% 356