Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Sell
5,726
-1,338
-19% -$51.4K 0.01% 522
2025
Q1
$274K Sell
7,064
-4,206
-37% -$163K 0.01% 434
2024
Q4
$381K Sell
11,270
-11,070
-50% -$374K 0.02% 369
2024
Q3
$913K Sell
22,340
-3,335
-13% -$136K 0.04% 256
2024
Q2
$988K Buy
+25,675
New +$988K 0.05% 239