Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Sell
77,777
-9,090
-10% -$27.5K 0.01% 826
2025
Q1
$266K Sell
86,867
-2,189
-2% -$6.7K 0.01% 772
2024
Q4
$315K Buy
89,056
+50,454
+131% +$179K 0.01% 730
2024
Q3
$125K Buy
+38,602
New +$125K ﹤0.01% 861