Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$476K Sell
9,899
-1,729
-15% -$83.1K 0.02% 678
2025
Q1
$467K Sell
11,628
-6,308
-35% -$253K 0.02% 726
2024
Q4
$821K Sell
17,936
-35,231
-66% -$1.61M 0.04% 418
2024
Q3
$2.49M Buy
+53,167
New +$2.49M 0.01% 346