Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$597K Sell
9,320
-498
-5% -$31.9K 0.01% 805
2025
Q1
$508K Sell
9,818
-2,019
-17% -$105K 0.01% 822
2024
Q4
$634K Buy
11,837
+1,094
+10% +$58.6K 0.01% 777
2024
Q3
$431K Buy
10,743
+3,072
+40% +$123K 0.01% 991
2024
Q2
$445K Buy
+7,671
New +$445K 0.01% 869