Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Sell
33,254
-29,507
-47% -$239K 0.02% 612
2025
Q1
$445K Buy
62,761
+51,589
+462% +$366K 0.03% 545
2024
Q4
$104K Sell
11,172
-116,806
-91% -$1.09M 0.01% 689
2024
Q3
$1.67M Buy
127,978
+37,364
+41% +$488K 0.15% 258
2024
Q2
$1.38M Buy
90,614
+8,993
+11% +$137K 0.13% 279
2024
Q1
$1.07M Buy
+81,621
New +$1.07M 0.1% 325