Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$654K Sell
13,534
-3,639
-21% -$176K 0.01% 140
2025
Q1
$952K Buy
17,173
+5,298
+45% +$294K 0.02% 96
2024
Q4
$573K Buy
11,875
+7,502
+172% +$362K 0.01% 136
2024
Q3
$252K Buy
+4,373
New +$252K 0.01% 169