Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
11,304
-13,748
-55% -$329K ﹤0.01% 1355
2025
Q1
$887K Buy
25,052
+15,984
+176% +$566K 0.01% 772
2024
Q4
$359K Sell
9,068
-2,029
-18% -$80.3K 0.01% 1099
2024
Q3
$447K Buy
11,097
+1,535
+16% +$61.8K 0.01% 988
2024
Q2
$361K Buy
9,562
+2,443
+34% +$92.1K 0.01% 1053
2024
Q1
$250K Buy
+7,119
New +$250K 0.01% 1118