Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$419K Sell
7,903
-3,124
-28% -$166K 0.03% 577
2025
Q1
$530K Buy
11,027
+6,218
+129% +$299K 0.03% 497
2024
Q4
$252K Buy
4,809
+121
+3% +$6.33K 0.02% 726
2024
Q3
$255K Buy
4,688
+607
+15% +$33K 0.02% 697
2024
Q2
$210K Sell
4,081
-9,782
-71% -$504K 0.02% 555
2024
Q1
$687K Buy
+13,863
New +$687K 0.07% 295