Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$622K Sell
64,009
-2,619
-4% -$25.4K 0.02% 308
2025
Q1
$665K Sell
66,628
-26,682
-29% -$266K 0.03% 273
2024
Q4
$828K Sell
93,310
-86,997
-48% -$772K 0.03% 231
2024
Q3
$2.11M Buy
180,307
+6,075
+3% +$71K 0.09% 150
2024
Q2
$1.95M Buy
174,232
+134,708
+341% +$1.5M 0.07% 153
2024
Q1
$482K Buy
+39,524
New +$482K 0.03% 275