Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$596K Sell
17,906
-2,415
-12% -$80.3K 0.01% 759
2025
Q1
$594K Buy
20,321
+4,645
+30% +$136K 0.01% 729
2024
Q4
$573K Buy
+15,676
New +$573K 0.01% 756
2024
Q3
Sell
-9,618
Closed -$252K 1104
2024
Q2
$252K Buy
+9,618
New +$252K 0.01% 963