Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$544K Sell
3,243
-447
-12% -$75K 0.04% 389
2025
Q1
$475K Sell
3,690
-66
-2% -$8.5K 0.03% 439
2024
Q4
$547K Buy
3,756
+53
+1% +$7.71K 0.03% 397
2024
Q3
$590K Sell
3,703
-924
-20% -$147K 0.03% 384
2024
Q2
$658K Buy
+4,627
New +$658K 0.04% 354