Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$157K Sell
33,839
-148,989
-81% -$693K 0.02% 480
2025
Q1
$1M Buy
182,828
+120,914
+195% +$661K 0.09% 34
2024
Q4
$431K Buy
61,914
+10,829
+21% +$75.4K 0.04% 294
2024
Q3
$480K Buy
+51,085
New +$480K 0.05% 242