Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$394K Sell
9,005
-2,964
-25% -$130K 0.01% 290
2025
Q1
$549K Buy
11,969
+7,903
+194% +$362K 0.02% 243
2024
Q4
$237K Buy
+4,066
New +$237K 0.01% 360
2024
Q2
Sell
-8,384
Closed -$420K 1487
2024
Q1
$420K Buy
+8,384
New +$420K 0.01% 365