Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Buy
4,160
+244
+6% +$23.4K 0.01% 709
2025
Q1
$393K Sell
3,916
-499
-11% -$50.1K 0.01% 640
2024
Q4
$394K Buy
4,415
+771
+21% +$68.7K 0.01% 585
2024
Q3
$319K Sell
3,644
-38
-1% -$3.32K 0.01% 612
2024
Q2
$262K Buy
+3,682
New +$262K 0.01% 624