Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$545K Sell
7,313
-376
-5% -$28K 0.02% 388
2025
Q1
$521K Sell
7,689
-1,816
-19% -$123K 0.02% 413
2024
Q4
$589K Buy
9,505
+3,301
+53% +$204K 0.02% 430
2024
Q3
$404K Buy
6,204
+832
+15% +$54.2K 0.01% 516
2024
Q2
$289K Sell
5,372
-3,140
-37% -$169K 0.01% 594
2024
Q1
$449K Buy
+8,512
New +$449K 0.02% 470