Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Sell
1,893
-1,152
-38% -$199K 0.01% 270
2025
Q1
$672K Sell
3,045
-2,019
-40% -$446K 0.01% 128
2024
Q4
$1.04M Buy
5,064
+3,425
+209% +$704K 0.02% 81
2024
Q3
$294K Buy
+1,639
New +$294K 0.01% 142