Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.1K Sell
11,900
-184,800
-94% -$327K ﹤0.01% 126
2025
Q1
$445K Sell
196,700
-25,200
-11% -$57K 0.02% 143
2024
Q4
$446K Buy
221,900
+145,800
+192% +$293K 0.02% 78
2024
Q3
$218K Buy
76,100
+44,300
+139% +$127K 0.13% 27
2024
Q2
$117K Buy
+31,800
New +$117K 0.11% 18