Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
20,329
-10,293
-34% -$112K 0.01% 557
2025
Q1
$307K Buy
30,622
+11,409
+59% +$114K 0.02% 422
2024
Q4
$190K Sell
19,213
-12,555
-40% -$124K 0.04% 314
2024
Q3
$335K Sell
31,768
-63,256
-67% -$668K 0.03% 374
2024
Q2
$1.19M Buy
95,024
+11,118
+13% +$139K 0.03% 481
2024
Q1
$1.11M Buy
+83,906
New +$1.11M 0.03% 484