Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$786K Sell
22,989
-6,135
-21% -$210K 0.01% 837
2025
Q1
$899K Sell
29,124
-87,538
-75% -$2.7M 0.01% 766
2024
Q4
$3.69M Buy
116,662
+15,475
+15% +$489K 0.06% 274
2024
Q3
$3.31M Buy
+101,187
New +$3.31M 0.08% 251