Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$795K Sell
16,540
-1,671
-9% -$80.4K 0.01% 114
2025
Q1
$884K Buy
18,211
+10,377
+132% +$504K 0.02% 101
2024
Q4
$551K Sell
7,834
-1,043
-12% -$73.4K 0.01% 142
2024
Q3
$551K Buy
+8,877
New +$551K 0.01% 83