Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Sell
25,085
-22,413
-47% -$298K ﹤0.01% 1255
2025
Q1
$626K Buy
47,498
+6,398
+16% +$84.3K 0.01% 915
2024
Q4
$542K Sell
41,100
-2,280
-5% -$30.1K 0.01% 902
2024
Q3
$683K Buy
43,380
+11,050
+34% +$174K 0.02% 785
2024
Q2
$450K Buy
+32,330
New +$450K 0.01% 950