Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Sell
963
-9
-0.9% -$2.74K 0.03% 175
2025
Q1
$261K Sell
972
-249
-20% -$66.8K 0.03% 171
2024
Q4
$301K Sell
1,221
-175
-13% -$43.1K 0.03% 173
2024
Q3
$320K Sell
1,396
-16,438
-92% -$3.77M 0.04% 162
2024
Q2
$3.6M Buy
+17,834
New +$3.6M 0.47% 54