Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$720K Sell
10,567
-679
-6% -$46.2K 0.01% 716
2025
Q1
$681K Sell
11,246
-2,926
-21% -$177K 0.01% 696
2024
Q4
$972K Sell
14,172
-204
-1% -$14K 0.01% 590
2024
Q3
$978K Buy
14,376
+259
+2% +$17.6K 0.01% 578
2024
Q2
$859K Buy
14,117
+9,183
+186% +$559K 0.01% 575
2024
Q1
$281K Buy
+4,934
New +$281K 0.01% 547