Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$759K Buy
4,815
+1,106
+30% +$174K 0.01% 695
2025
Q1
$654K Sell
3,709
-1,464
-28% -$258K 0.01% 713
2024
Q4
$1.02M Sell
5,173
-322
-6% -$63.6K 0.01% 571
2024
Q3
$1.27M Buy
5,495
+753
+16% +$174K 0.02% 492
2024
Q2
$989K Buy
+4,742
New +$989K 0.02% 531