Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
7,344
-24,871
-77% -$717K 0.02% 570
2025
Q1
$874K Buy
32,215
+5,127
+19% +$139K 0.01% 901
2024
Q4
$773K Buy
27,088
+10,633
+65% +$304K 0.01% 861
2024
Q3
$522K Buy
16,455
+5,630
+52% +$179K 0.01% 953
2024
Q2
$349K Buy
10,825
+1,179
+12% +$38K ﹤0.01% 1012
2024
Q1
$359K Buy
+9,646
New +$359K 0.01% 943