Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Sell
6,566
-3,789
-37% -$203K 0.01% 853
2025
Q1
$601K Sell
10,355
-15,862
-61% -$921K 0.02% 575
2024
Q4
$1.35M Buy
26,217
+7,991
+44% +$411K 0.05% 364
2024
Q3
$978K Buy
+18,226
New +$978K 0.04% 409