Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$550K Sell
52,325
-1,100
-2% -$11.6K 0.02% 352
2025
Q1
$664K Buy
53,425
+3,600
+7% +$44.7K 0.02% 258
2024
Q4
$641K Buy
49,825
+39,300
+373% +$506K 0.02% 246
2024
Q3
$211K Sell
10,525
-600
-5% -$12K 0.01% 363
2024
Q2
$195K Buy
+11,125
New +$195K 0.01% 370