Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$463K Buy
6,750
+706
+12% +$48.4K ﹤0.01% 837
2025
Q1
$391K Sell
6,044
-1,898
-24% -$123K ﹤0.01% 839
2024
Q4
$840K Buy
7,942
+4,020
+102% +$425K 0.01% 624
2024
Q3
$395K Buy
3,922
+12
+0.3% +$1.21K ﹤0.01% 839
2024
Q2
$414K Sell
3,910
-61
-2% -$6.46K ﹤0.01% 785
2024
Q1
$558K Sell
3,971
-366
-8% -$51.5K 0.01% 712
2023
Q4
$530K Sell
4,337
-456
-10% -$55.7K 0.01% 701
2023
Q3
$367K Buy
+4,793
New +$367K 0.01% 751