Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$428K Sell
1,200
-35
-3% -$12.5K 0.01% 155
2025
Q1
$336K Sell
1,235
-36
-3% -$9.79K 0.01% 188
2024
Q4
$422K Buy
1,271
+253
+25% +$84K 0.01% 175
2024
Q3
$337K Buy
1,018
+254
+33% +$84.2K 0.01% 187
2024
Q2
$240K Buy
+764
New +$240K 0.01% 203