Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
23,454
-11,231
-32% -$130K ﹤0.01% 1677
2025
Q1
$544K Sell
34,685
-14,833
-30% -$233K 0.01% 1099
2024
Q4
$1.05M Sell
49,518
-14,191
-22% -$300K 0.01% 746
2024
Q3
$1.27M Sell
63,709
-6,529
-9% -$130K 0.02% 478
2024
Q2
$935K Buy
70,238
+53,645
+323% +$714K 0.04% 370
2024
Q1
$255K Buy
+16,593
New +$255K 0.04% 406