Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$627K Buy
7,766
+1,152
+17% +$93K 0.01% 774
2025
Q1
$539K Sell
6,614
-1,442
-18% -$117K 0.01% 791
2024
Q4
$588K Sell
8,056
-1,929
-19% -$141K 0.01% 822
2024
Q3
$588K Buy
9,985
+3,225
+48% +$190K 0.01% 823
2024
Q2
$346K Buy
+6,760
New +$346K 0.01% 1006