Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$413K Buy
2,157
+564
+35% +$108K 0.01% 886
2025
Q1
$255K Sell
1,593
-382
-19% -$61.1K 0.01% 997
2024
Q4
$341K Buy
1,975
+490
+33% +$84.5K 0.01% 904
2024
Q3
$251K Sell
1,485
-432
-23% -$72.9K 0.01% 938
2024
Q2
$279K Buy
1,917
+432
+29% +$62.9K 0.01% 931
2024
Q1
$251K Buy
+1,485
New +$251K 0.01% 936