Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$572K Sell
5,679
-1,176
-17% -$118K 0.01% 970
2025
Q1
$523K Buy
6,855
+1,918
+39% +$146K 0.01% 1008
2024
Q4
$341K Buy
4,937
+1,312
+36% +$90.6K 0.01% 1123
2024
Q3
$265K Buy
+3,625
New +$265K 0.01% 1183