Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$618K Sell
18,076
-3,907
-18% -$134K ﹤0.01% 1228
2025
Q1
$678K Sell
21,983
-1,516
-6% -$46.8K 0.01% 1131
2024
Q4
$743K Sell
23,499
-591
-2% -$18.7K 0.01% 1138
2024
Q3
$788K Sell
24,090
-854
-3% -$28K 0.01% 1106
2024
Q2
$660K Buy
24,944
+11,149
+81% +$295K 0.01% 1125
2024
Q1
$391K Buy
+13,795
New +$391K 0.01% 1271