Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$591K Sell
24,378
-868
-3% -$21K 0.22% 86
2025
Q1
$640K Buy
25,246
+13,144
+109% +$333K 0.28% 73
2024
Q4
$321K Sell
12,102
-22,468
-65% -$596K 0.2% 70
2024
Q3
$1M Buy
+34,570
New +$1M 0.55% 40