Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$190K Sell
4,554
-4,637
-50% -$194K 0.01% 672
2025
Q1
$388K Buy
9,191
+1,892
+26% +$79.8K 0.02% 484
2024
Q4
$355K Buy
7,299
+2,414
+49% +$117K 0.01% 571
2024
Q3
$322K Sell
4,885
-628
-11% -$41.4K 0.01% 583
2024
Q2
$317K Buy
+5,513
New +$317K 0.01% 563