Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Sell
8,737
-219
-2% -$6.34K 0.01% 1548
2025
Q1
$257K Sell
8,956
-1,312
-13% -$37.7K 0.01% 1520
2024
Q4
$460K Sell
10,268
-923
-8% -$41.3K 0.04% 827
2024
Q3
$495K Buy
11,191
+4,350
+64% +$192K 0.04% 827
2024
Q2
$264K Buy
+6,841
New +$264K 0.02% 1046