Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$586K Sell
8,249
-826
-9% -$58.7K 0.01% 351
2025
Q1
$576K Buy
9,075
+3,020
+50% +$192K 0.01% 407
2024
Q4
$458K Buy
6,055
+500
+9% +$37.8K 0.01% 417
2024
Q3
$491K Sell
5,555
-2,504
-31% -$221K 0.01% 392
2024
Q2
$570K Buy
+8,059
New +$570K 0.01% 391