Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$735K Sell
7,352
-1,522
-17% -$152K 0.01% 281
2025
Q1
$934K Sell
8,874
-3,861
-30% -$406K 0.01% 252
2024
Q4
$1M Buy
+12,735
New +$1M 0.01% 243
2024
Q1
Sell
-5,574
Closed -$505K 462
2023
Q4
$505K Buy
+5,574
New +$505K 0.01% 340