Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$816K Sell
2,285
-7
-0.3% -$2.5K 0.03% 224
2025
Q1
$623K Sell
2,292
-1,149
-33% -$312K 0.02% 255
2024
Q4
$1.14M Hold
3,441
0.04% 216
2024
Q3
$1.14M Buy
3,441
+916
+36% +$304K 0.04% 220
2024
Q2
$792K Buy
2,525
+225
+10% +$70.5K 0.03% 245
2024
Q1
$719K Buy
+2,300
New +$719K 0.05% 159