Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$436K Sell
63,062
-41,541
-40% -$287K 0.02% 542
2025
Q1
$616K Buy
104,603
+16,213
+18% +$95.5K 0.04% 487
2024
Q4
$604K Buy
88,390
+73,316
+486% +$501K 0.05% 440
2024
Q3
$94.8K Sell
15,074
-59,836
-80% -$376K 0.01% 698
2024
Q2
$467K Buy
+74,910
New +$467K 0.04% 479