Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$595K Sell
3,679
-2,262
-38% -$366K 0.05% 365
2025
Q1
$640K Sell
5,941
-378
-6% -$40.7K 0.06% 324
2024
Q4
$796K Buy
6,319
+5,387
+578% +$678K 0.07% 280
2024
Q3
$136K Buy
+932
New +$136K 0.01% 515