Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Buy
1,600
+93
+6% +$16.8K 0.01% 468
2025
Q1
$261K Sell
1,507
-541
-26% -$93.8K 0.01% 437
2024
Q4
$403K Sell
2,048
-6
-0.3% -$1.18K 0.01% 429
2024
Q3
$415K Sell
2,054
-250
-11% -$50.5K 0.01% 430
2024
Q2
$385K Buy
2,304
+803
+53% +$134K 0.01% 421
2024
Q1
$240K Buy
+1,501
New +$240K 0.01% 547