Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$468K Sell
3,884
-248
-6% -$29.9K 0.03% 39
2025
Q1
$481K Hold
4,132
0.04% 42
2024
Q4
$496K Buy
4,132
+678
+20% +$81.3K 0.03% 42
2024
Q3
$367K Sell
3,454
-827
-19% -$87.9K 0.03% 45
2024
Q2
$404K Buy
+4,281
New +$404K 0.03% 46