Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$768K Buy
17,879
+348
+2% +$15K 0.05% 234
2025
Q1
$387K Buy
17,531
+1,807
+11% +$39.9K 0.03% 337
2024
Q4
$657K Sell
15,724
-12,916
-45% -$540K 0.05% 243
2024
Q3
$250K Buy
+28,640
New +$250K 0.02% 510