Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$526K Buy
4,615
+256
+6% +$29.2K 0.01% 140
2025
Q1
$576K Sell
4,359
-30
-0.7% -$3.96K 0.01% 139
2024
Q4
$368K Hold
4,389
0.01% 152
2024
Q3
$463K Buy
4,389
+360
+9% +$38K 0.01% 141
2024
Q2
$292K Sell
4,029
-2,345
-37% -$170K ﹤0.01% 144
2024
Q1
$461K Sell
6,374
-125
-2% -$9.04K 0.01% 134
2023
Q4
$507K Hold
6,499
0.01% 132
2023
Q3
$564K Hold
6,499
0.01% 124
2023
Q2
$542K Sell
6,499
-30
-0.5% -$2.5K 0.01% 128
2023
Q1
$669K Buy
+6,529
New +$669K 0.01% 111