Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$851K Sell
253,345
-48,694
-16% -$164K 0.02% 576
2025
Q1
$933K Sell
302,039
-119,653
-28% -$370K 0.03% 469
2024
Q4
$1.56M Buy
421,692
+200
+0% +$740 0.05% 341
2024
Q3
$1.85M Sell
421,492
-10,420
-2% -$45.8K 0.05% 299
2024
Q2
$1.45M Hold
431,912
0.04% 353
2024
Q1
$985K Buy
+431,912
New +$985K 0.03% 474