Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Sell
1,029
-2,185
-68% -$506K 0.01% 743
2025
Q1
$702K Buy
3,214
+1,982
+161% +$433K 0.02% 441
2024
Q4
$253K Sell
1,232
-2
-0.2% -$410 0.01% 573
2024
Q3
$206K Buy
+1,234
New +$206K 0.01% 521