Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$936K Sell
12,243
-728
-6% -$55.6K 0.01% 1015
2025
Q1
$921K Buy
12,971
+2,007
+18% +$143K 0.01% 869
2024
Q4
$685K Sell
10,964
-1,601
-13% -$100K 0.01% 927
2024
Q3
$744K Buy
12,565
+2,972
+31% +$176K 0.01% 691
2024
Q2
$545K Buy
+9,593
New +$545K 0.02% 508