Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$654K Sell
9,284
-596
-6% -$42K 0.01% 141
2025
Q1
$724K Buy
9,880
+2,442
+33% +$179K 0.01% 123
2024
Q4
$466K Buy
7,438
+3,186
+75% +$200K 0.01% 164
2024
Q3
$280K Buy
+4,252
New +$280K 0.01% 151