Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$742K Sell
41,571
-10,663
-20% -$190K 0.05% 318
2025
Q1
$1M Buy
52,234
+7,259
+16% +$139K 0.06% 272
2024
Q4
$621K Buy
44,975
+2,731
+6% +$37.7K 0.04% 364
2024
Q3
$733K Buy
+42,244
New +$733K 0.04% 324