Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Sell
16,636
-11,840
-42% -$73.4K 0.01% 784
2025
Q1
$202K Sell
28,476
-12,359
-30% -$87.9K 0.01% 623
2024
Q4
$280K Sell
40,835
-49,797
-55% -$342K 0.02% 527
2024
Q3
$626K Buy
90,632
+13,002
+17% +$89.8K 0.04% 409
2024
Q2
$621K Buy
+77,630
New +$621K 0.04% 394