Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Hold
607
0.08% 212
2025
Q1
$165K Sell
607
-389
-39% -$106K 0.07% 228
2024
Q4
$331K Hold
996
0.14% 154
2024
Q3
$341K Sell
996
-204
-17% -$69.9K 0.15% 158
2024
Q2
$376K Buy
1,200
+593
+98% +$186K 0.18% 142
2024
Q1
$190K Buy
+607
New +$190K 0.09% 209