Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
78,715
-32,766
-29% -$450K 0.01% 788
2025
Q1
$1.39M Buy
111,481
+5,264
+5% +$65.5K 0.01% 640
2024
Q4
$1.41M Sell
106,217
-75,944
-42% -$1.01M 0.01% 542
2024
Q3
$2.04M Buy
182,161
+10,069
+6% +$113K 0.02% 420
2024
Q2
$2.31M Buy
+172,092
New +$2.31M 0.02% 339