Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$442K Sell
4,375
-141
-3% -$14.2K 0.06% 70
2025
Q1
$440K Hold
4,516
0.07% 68
2024
Q4
$460K Sell
4,516
-464
-9% -$47.3K 0.06% 68
2024
Q3
$557K Sell
4,980
-533
-10% -$59.6K 0.07% 67
2024
Q2
$526K Sell
5,513
-1,132
-17% -$108K 0.07% 67
2024
Q1
$589K Buy
+6,645
New +$589K 0.08% 68