Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Sell
2,157
-341
-14% -$61.7K 0.04% 400
2025
Q1
$430K Buy
2,498
+154
+7% +$26.5K 0.05% 337
2024
Q4
$423K Buy
2,344
+251
+12% +$45.2K 0.05% 349
2024
Q3
$359K Buy
+2,093
New +$359K 0.04% 372
2024
Q2
Sell
-1,371
Closed -$251K 408
2024
Q1
$251K Buy
+1,371
New +$251K 0.05% 348