Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Sell
1,141
-23
-2% -$5.14K 0.01% 1035
2025
Q1
$243K Sell
1,164
-1,896
-62% -$395K 0.01% 968
2024
Q4
$606K Sell
3,060
-227
-7% -$45K 0.02% 640
2024
Q3
$687K Buy
3,287
+191
+6% +$39.9K 0.02% 597
2024
Q2
$592K Buy
+3,096
New +$592K 0.02% 641