Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$613K Sell
13,968
-14,140
-50% -$620K 0.01% 533
2025
Q1
$899K Buy
28,108
+146
+0.5% +$4.67K 0.02% 397
2024
Q4
$822K Buy
27,962
+11,890
+74% +$350K 0.02% 432
2024
Q3
$467K Hold
16,072
0.01% 608
2024
Q2
$604K Buy
+16,072
New +$604K 0.02% 475