Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$791K Buy
1,958
+99
+5% +$40K 0.01% 673
2025
Q1
$780K Sell
1,859
-665
-26% -$279K 0.01% 646
2024
Q4
$1.23M Buy
2,524
+221
+10% +$107K 0.02% 499
2024
Q3
$1.15M Buy
2,303
+669
+41% +$335K 0.02% 520
2024
Q2
$722K Buy
+1,634
New +$722K 0.01% 652