Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$376K Sell
3,718
-426
-10% -$43.1K 0.01% 1052
2025
Q1
$404K Sell
4,144
-418
-9% -$40.7K 0.01% 942
2024
Q4
$465K Sell
4,562
-133
-3% -$13.6K 0.01% 940
2024
Q3
$517K Buy
4,695
+598
+15% +$65.8K 0.01% 888
2024
Q2
$391K Buy
+4,097
New +$391K 0.01% 943