Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$163K Sell
208,209
-43,164
-17% -$33.7K 0.01% 233
2025
Q1
$254K Hold
251,373
0.02% 196
2024
Q4
$513K Hold
251,373
0.03% 126
2024
Q3
$2.94M Buy
251,373
+161,994
+181% +$1.89M 0.17% 50
2024
Q2
$1.79M Buy
+89,379
New +$1.79M 0.11% 60