Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$556K Sell
5,220
-405
-7% -$43.2K 0.04% 479
2025
Q1
$494K Buy
5,625
+1,130
+25% +$99.3K 0.03% 511
2024
Q4
$522K Buy
4,495
+1,856
+70% +$215K 0.03% 490
2024
Q3
$326K Buy
+2,639
New +$326K 0.02% 626
2024
Q2
Sell
-8,375
Closed -$879K 649
2024
Q1
$879K Buy
+8,375
New +$879K 0.09% 252