Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$358K Sell
99,303
-7,573
-7% -$27.3K 0.05% 340
2025
Q1
$305K Buy
106,876
+79,813
+295% +$227K 0.06% 379
2024
Q4
$66K Sell
27,063
-46,078
-63% -$112K 0.02% 383
2024
Q3
$225K Buy
73,141
+7,992
+12% +$24.6K 0.06% 309
2024
Q2
$176K Buy
+65,149
New +$176K 0.06% 295