Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$453K Sell
5,441
-5,754
-51% -$479K 0.08% 232
2025
Q1
$906K Buy
11,195
+8,519
+318% +$689K 0.18% 133
2024
Q4
$275K Hold
2,676
0.06% 247
2024
Q3
$244K Sell
2,676
-6
-0.2% -$547 0.06% 261
2024
Q2
$221K Sell
2,682
-4
-0.1% -$329 0.05% 264
2024
Q1
$214K Buy
+2,686
New +$214K 0.06% 263