Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$857K Sell
9,970
-93
-0.9% -$8K 0.04% 360
2025
Q1
$840K Buy
10,063
+50
+0.5% +$4.18K 0.07% 273
2024
Q4
$844K Buy
10,013
+258
+3% +$21.7K 0.18% 106
2024
Q3
$854K Sell
9,755
-12,288
-56% -$1.08M 0.08% 218
2024
Q2
$1.75M Sell
22,043
-1
-0% -$79 0.04% 378
2024
Q1
$2.06M Buy
+22,044
New +$2.06M 0.05% 348