Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$546K Sell
15,966
-229
-1% -$7.83K 0.02% 321
2025
Q1
$500K Sell
16,195
-2,594
-14% -$80.1K 0.02% 329
2024
Q4
$594K Buy
18,789
+4,344
+30% +$137K 0.02% 315
2024
Q3
$473K Sell
14,445
-62
-0.4% -$2.03K 0.01% 289
2024
Q2
$384K Buy
+14,507
New +$384K 0.01% 290