Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$518K Buy
4,916
+2,859
+139% +$302K 0.02% 450
2025
Q1
$229K Sell
2,057
-20
-1% -$2.22K 0.02% 487
2024
Q4
$215K Sell
2,077
-2,449
-54% -$253K 0.04% 301
2024
Q3
$506K Sell
4,526
-8,950
-66% -$1M 0.05% 289
2024
Q2
$1.2M Buy
13,476
+2,491
+23% +$222K 0.03% 477
2024
Q1
$943K Buy
+10,985
New +$943K 0.02% 539