Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Sell
23,050
-9,978
-30% -$140K 0.01% 1379
2025
Q1
$307K Buy
33,028
+11,552
+54% +$107K 0.02% 1389
2024
Q4
$165K Sell
21,476
-7,354
-26% -$56.3K 0.01% 1618
2024
Q3
$136K Buy
+28,830
New +$136K 0.01% 1543