Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
4,577
-3,321
-42% -$146K 0.01% 1696
2025
Q1
$410K Sell
7,898
-3,557
-31% -$185K 0.02% 1170
2024
Q4
$650K Buy
+11,455
New +$650K 0.05% 544
2024
Q2
Sell
-9,127
Closed -$364K 2176
2024
Q1
$364K Buy
+9,127
New +$364K 0.05% 688